What to Expect
The first step is to schedule an Initial Consultation with our office. During this meeting, our focus will be getting to know you and understanding your, and your family’s, wishes and concerns. This is an opportunity for us to listen and for you to ask any questions you may have.
Once we understand your unique objectives, we will develop an individualized Estate, Elder Law, or Special Needs Plan, tailored specifically to your goals and your family. We charge a set fee for our planning services, which you will know up front.
We are client focused and truly care. Our mission is to provide you with the best planning possible while serving with compassion and understanding. We work hard to ensure your wishes are met and that your plan protects your estate, your loved ones and yourself. Planning for peace of mind – that’s what we do.