Analyzing Your Situation
Our initial consultations are complimentary. We need to get to know you. You need to like and trust us. And we can’t do that in a rushed or sterile environment. Our offices feel like home. You won’t sit on the other side of a desk. You’ll enjoy coffee or tea and a biscotti or cookie, while having a conversation sitting on a leather sofa.
Taking Steps Forward
After meeting initially, if we both determine working together would be a good fit, we will provide you with a clear vision and direction. We have a proven, structured process, that will gently ease you into planning or through probate.
You will finally have a team on your side that knows you, cares about you and your situation and also knows what they are talking about. You can ask questions and we will answer them. So many clients tell us that their advisors, financial and legal, either don’t answer their questions or don’t know the answers

Our Practice Areas

First and foremost, we need to know about you.  What is your current situation? What are your goals? What are you afraid of? What are your expectations and concerns? What don’t you understand? Tell us about your spouse, children and grandchildren.  For planning to be done well, it has to start with an understanding of your goals, as it encompasses a combination of financial and investment management, tax minimization strategies and legal and estate documents.

What our clients love about us is that we provide them with comprehensive, multi-disciplined education, advice and counsel under one roof, in one office.  We provide a broad range of portfolio management and financial planning solutions, insurance alternatives, tax consultation, legal and estate planning advice customized for your specific needs, goals and life stages and offer probate administration and services.  Our expertise, licensing and credentials allow you to receive all of this without the need and problems associated with multiple advisors who don’t coordinate and often have conflicts of interest as to your best interests.  We apply a clear, well-defined and objective process.

Our Clients Say

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