Who We Serve
We are all unique. Your childhood experiences were different from your best friend, your job duties are different, your family situations are different, and so on. It turns out we aren’t all the same, that’s why estate planning is an individualized process and can’t be accomplished with the standardized DIY tools found on the internet.
You may be single, married, with or without children. The one common denominator is that you truly and deeply care about the people in your life and you want to make things as easy as possible for them, if and when something happens to you.
Your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.
Your business is meaningful. It provides support for the people you love and for the people it serves. You want to see it continue to provide that support beyond your lifetime.
Your legacy includes the work you do and how it supports your family, for many generations. You aren’t in business simply for the money, but for the impact you are leaving in the world.
You want to do things the right way and know that everything has been taken care of, without you being the one to do it all.
You appreciate guidance from a trusted advisor who gets it.