This is not a document/binder service. My first goal is to ensure clients are fully informed regarding all aspects of their situation and the details of every available option. After educating my clients, it is time to make a plan and get it done.
I work directly with accountants, financial planners and other professionals to make sure the client receives the best representation possible. My clients are not left alone to put all the pieces of the plan together.
It is my privilege to serve my clients. I care about my clients and their families. I work hard to make sure they never experience financial hardship or endure unnecessary legal obstacles.
I am proactive in protecting my clients, their assets and their privacy. A secure plan and properly executed documents allow clients to enjoy the more important things in life.
I promise to be available to you when you need me.
I promise you will know all of your options and understand the purpose and content of each and every document you sign.
I promise you will always have my advice and guidance before making decisions.
I promise to work hard and take care of you and your family.