We understand that you’re busy, your life is evolving, and you want to know that you’ve made the best decisions for your family and that your plan will work when your loved ones need it the most.
Our firm believes in personalized service for each and every client. Our approach is educational and proactive - we first determine each client's individual needs, desires and values, and then we tailor their plan to best fulfill their dreams.
We encourage communication with our clients.
We've thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We also ensure that the most important details of your plan are fully carried out, so that your plan continues to work throughout your lifetime. This begins with ensuring that all of your assets and accounts are titled properly.
Did you know that a lot of estate plans will not work as intended, because the assets are not titled correctly? That’s why we offer a full funding service to ensure your assets are titled correctly, so a simple, common oversight doesn’t result in a long, expensive probate process.
We also have affordable maintenance and education programs, which will help keep your plan updated year in and year out, as well as give you access to our office for additional guidance.
You are also the sum of your values, experiences, dreams, and interests—who you are and what’s important to you. More than ever before, people are expressing that the intangible assets in their life such as character, faith, morals, and life lessons are dramatically more important to them than their financial assets. Yet many admit that they haven’t done a good job of incorporating these intangible assets into their plan, even though they’d like to.
How much do you know about your grandparents’ values? How they felt about you? What they learned during their lifetime? If you’re like most people, the answer is, unfortunately, very little.
That’s why we offer unique tools to capture these intangible assets. We use legacy building tools and concepts with you and your family to capture your values and emotions—the very core of your identity and what matters to you.