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How We Work


Estate Planning

Estate Planning is not a one-size fits all service.  That's why we offer three levels of planning to meet you where you are in life. From starter plans, designed primarily for families with young children and not yet much in the way of financial wealth, to more robust plans for families concerned with matters of asset preservation, we have you covered.

Kid on a Sailboat

Asset Protection Planning

It's been said that time is our most valuable resource.  While protecting financial assets is a foundational part of the planning we provide, we also focus on creating timeless family legacies. By capturing the precious intangible assets of your family and ensuring they pass on for generations, we are uniquely positioned to help you build a legacy that's about more than just money.

Image by Luke Michael

Kids Protection Planning

If you are a parent of minor children, you want to make sure they are taken care of financially and emotionally if something tragic ever happens to you.  While most people believe estate planning is only for rich people or the elderly, those who have minor children should look at estate planning as a way to ensure their kids are always provided for and cared for the way you want, no matter what.

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