Our clients range from individuals with very modest estates, who have simple planning needs, to multimillionaires and family-owned businesses with complex financial needs. We are proud to have helped thousands of people through hard times and difficult problems and we are always pleased when we can help clients reach their goals. For example, we have successfully enabled many people to avoid the hassles and costs of probate, reduce or eliminate excessive taxes, insulate their estate from creditors and in-laws, and protect their life savings from catastrophic nursing home costs.

We understand that many people are hesitant to consult with a planner, for lots of reasons: some folks are anxious that they will be made to feel inadequate; or they’re concerned about excessive charges; or they’re concerned they’ll be taken advantage of because of a previous unpleasant experience. We do our best to make people fee comfortable, and we pledge to treat every client fairly, respectfully and honestly. One of the advantages of being a small independent firm is that we can provide a high level of personal attention. We do our best to understand your needs, and to explain our recommendations, both verbally and in writing. If you have questions, or remain uncertain about an explanation, let us know. We want you to be an informed consumer. Because we view our clients as partners in the decisions concerning your financial matters, we think it’s important to tell you our fees in advance of doing any work, so there will be no unexpected surprises at the end. It’s simply the right thing to do.

Our planners also work extensively with family business owners to help handle the critically important financial issues that often may sidetrack a successful enterprise. For example, we have helped many small businesses escape unnecessarily heavy tax and paperwork burdens. Additionally, we have developed practical plans to enable the owners of family businesses to pass their companies on to sons and daughters as part of a beneficial estate plan.

Over the years, we’ve received numerous professional honors and awards. But there is no honor that we value more than hearing a client tell us how much they appreciate our kindness, attention, and, of course, financial and estate assistance of the highest quality.