We offer a lifetime relationship so that your Plan evolves and changes with you and your loved ones. We only do flat-fees so that there are no surprise bills! And, we are always available to answer and ask questions when it comes to your planning. We provide you with the opportunity to plan for all possible risks, and pass on your legacy, as you want. We don't bombard you with legal jargon. We're here to educate you on designing the right plan.
Industry Focus: Estate Planning for Business Owners, Family Businesses, Entrepreneurs, Local Brick and Mortar Establishments, Mom and Pop Shops, Medical Professionals
Licensed In: Florida, USA, Tennessee, USA
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