Hi! Congratulations! We are hoping you made it to this page because you are ready to contact us and want to talk with us about how you can protect your family and assets and keep your family out of court or out of conflict when something happens to you.
Or, maybe something has happened to a family member or close friend and now you need some advice. If so, our hearts are with you, and we will do our best to help.
We look forward to hearing from you and finding out how our “Strategy. Protection. Solutions.” mindset can assist in whatever you are going through!
Below are our options for you to get our support.
Schedule a Free 15 Minute Phone Call if you would like to learn more about our process or see if our firm can help you and your particular situation.
Schedule a Complimentary Family Wealth Planning Session if you are ready to take the next step in preparing a comprehensive, tailored, personalized estate plan. This Planning Session will be complimentary if you fill out a worksheet, we call it a Family Wealth Inventory and Assessment, for us to review before your appointment. The worksheet gives us the background information about you, your family dynamic, your assets, and who you are thinking of involving in your estate plan. Allowing us to review this information beforehand allows us to dive right in to estate planning options based on your particular situation. Everyone and every family is unique. Which is why we want to take the time to learn about you in order to give you our best advice based on your situation.
Choose the one that’s best for you:
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