Special Offers for Our Clients

We love our clients, and we value long-term relationships as your trusted advisor to support you as life changes occur.

Ensure That You Are Making the Very Best Legal and Financial Decisions for Your Family

We have periodic, special offerings just for our clients, including continuing educational and service related workshops to further enrich your estate planning process.

3-Year Review Meeting
Professional Referrals
Trustee School
Funding Workshop
Client Refresher Workshop

We Can Help

Planning to retire
When you are about to open a new investment account, and you have questions
You’ve experienced a personal injury such as a car accident, dog bite or medical mishap;
Employment related issues, such as a wrongful termination;
Rollover of a retirement account
Before you open a retirement account or 401(k)
Thinking about purchasing life insurance
Want to have your life insurance policies reviewed
Planning for your children’s college fund
Before you get married
Purchasing a home or sale of a home
Thinking of refinancing your home
Thinking of doing a reverse mortgage
When your financial advisor is opening accounts or has questions
Your neighbor is getting a divorce, or just got a DUI… and needs an attorney
Need a tax accountant or CPA
If a loved one is diagnosed with Alzheimer’s or dementia
Want to learn about long term care options for yourself or your parents
Questions regarding elder abuse
When you are leaving your old job or starting a new job
If you (or a loved one) is in a car accident
If you want to make gifts of money to your children or grandchildren
If you want to loan money to your children or grandchildren
Plan to start a business
A child or grandchild is born or adopted
A child or grandchild is born with or develops a disability or special needs
A child or grandchild turns 18 or is leaving for college
If you just received an inheritance that you want to protect
Your parent or grandparent needs living care assistance
If you have concerns about being sued

There is a big difference in quality among professionals; and it’s important that you get connected to the right advisor who is going to best serve your family.

Contact Us before making important financial or legal decisions for your family and to discuss the next best step to get you the guidance you need.