Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with …
I am excited to hear from you and that you have finally made the first step toward your financial planning!
I look forward to meeting you and hearing about you and your family and helping you decide what you and your family really need moving forward if something were to happen to you. Our goal is to keep your family out of court and court of conflict.
If you are ready to get started, please schedule at 15 minute free consultation to see if you are ready to come in for a Legacy Planning Session.
Still unsure? Its normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now.
But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated, and informed. I would love to send you a copy of this eBook for free, as my gift to you for considering working with me.
Simply fill out our contact form and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
We help you rest easy that your family knows what you want when you pass.
We have creative financing available to our clients so you can plan now.
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with …
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of …
October 21-27 is National Estate Planning Awareness Week, which means it’s time to shed light on this often misunderstood and …
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