Our Approach
Our firm has grown over the years solely from clients’ referrals. We pride ourselves on our long-term relationships with our clients and value their trust in us to recommend our firm to family and friends. Our clients also appreciate our flexibility to meet in our office or in their home.
Our first meeting with the client is always complimentary, whether in an extended phone conversation or in person. We listen to our clients’ wants and needs and create a plan to reach their goals while using our expertise of the law and legal processes. Whichever legal solution is required, we provide clear and thorough explanations and make sure our clients are comfortable and confident in their decisions.
The only constant in life is change. As our clients’ circumstances change and as the laws develop, we encourage our clients to periodically review their existing plans and contact us to make any necessary modifications.
We are upfront and honest when determining the time it will take to perform the services our clients require. We strive for all of our clients to be informed and satisfied throughout the engagement and upon completion.
- No charge for initial consultations
- We work with your financial advisor and accountant