PLANNING IS FOR YOUR LOVED ONES

Our process begins with a Legacy Planning Session. Before the Session you will complete homework that will organize your assets and give us a better understanding of how to best plan for your specific goals.

During the Session, we will look at what would happen to your assets and your loved ones if anything were to happen to you.

Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control.

Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.