My BusinessEstate planning.
Ideal ReferralA new parent! It is important to have an estate plan to protect your child's well being and financial future. I have seen many instances where parents fail to plan, leaving a financial mess for their children. With a good estate plan, you can ensure that any assets left to your child are managed in his or her best interest.
Top ProductI prepare comprehensive trust-based estate plans on a flat fee basis. This means that you know exactly what you pay for and there are no hidden fees or costs. I tailor my plans to suit your individual family and financial needs. I also offer free consultations so you can learn more about estate planning and evaluate my services in a no-pressure environment.
Top Problem SolvedProviding peace of mind! My clients walk out of my office happy knowing that they've taken a big step towards protecting their loved ones and ensuring that their wishes are honored.
My Favorite BNI StoryI have met many individuals who have been BNI members for 10, 15, even 20 years! It is inspiring and proof of the power of relationships.
My Ideal Referral PartnerSome of my best clients have been referred by financial advisers and accountants. I enjoy working with advisers who understand the importance of building long-lasting relationships and creating value for their clients.