I work closely with my clients to achieve their goals, producing estate plans they can understand and count on to meet their needs.
Building relationships and understanding each client’s goals and objectives defines my approach to handling estate planning matters. I use my knowledge of legal and tax issues to instill confidence in my clients, while quickly establishing their level of comfort with me. I guide individuals and families as they consider:
I also assist with estate and trust administration.
It's All In Who You Know! When you are in need of a product or service, it's more comforting when someone you know refers you to someone they know. As members of the Team Network, it is important that we use and refer good, honest companies to our friends and customers. We regularly use and recommend, with confidence, the services of our fellow Team members and therefore, you can too! "It's like having a friend in the business." Please visit www.TeamNetwork.com to learn more.