Strategy. Protection. Solutions.
Our values
Our Purpose
To improve lives and strengthen families through comprehensive estate planning.
Our Mission
To be the most recognized and desired estate planning firm in the Piedmont Triad through our focus on education, excellent communication, and stellar service.
Our Vision
To help families and individuals live more peaceful lives knowing they have protected themselves and provided for their loved ones as they desire.
Our Values
Client Oriented – We work to fully understand our clients’ family dynamic, assets, objectives, and goals in order to provide a tailored experience that exceeds our clients’ expectations.
Education – We educate our clients about their estate planning options and provide the pros and cons of choosing one plan over the other based on their specific situation.
Creativity – We think through, in detail, every aspect of how our clients’ estate plan will come together to develop customized documents for each client’s respective goals.
Collaboration – We function as a team with our clients, and their advisors if desired, through open communication to ensure no part of their estate plan will fall through the cracks.
Trust – We provide our service with honesty, integrity, and respect to earn our clients’ trust as a source they can rely on in confidence.
Transparency – We strive for effective communication and transparency throughout every stage of our estate planning process.
Security – We develop our estate plans to provide security for our clients so there will be no worry, fear, or anxiety of how their loved ones will step in and manage affairs upon incapacity or death.
Fairness – We provide the same value of service to all of our clients, no matter the walk of life they are on or the lifestyle they live.
Relationships – We build lasting relationships with our clients to ensure their estate plans stay up to date as their situation changes.
Celebration – We celebrate our clients for completing a comprehensive estate plan tailored to their goals and for being the 1 in 3 Americans who actually have estate planning documents in place.
