The Mission of our firm is to provide excellent service to our clients in the development, implementation and administration of a cost effective estate plan for today and throughout their lives by progressively updating their plans to meet their changing circumstances. Our smaller firm allows us to give our clients the personal touch they deserve. We also strive to create solid trusting relationships with their financial partners so that our plans can work as they were designed. We offer continued care of our clients throughout their lifetime to make sure that their wishes are honored and their legacy is protected. Estate Planning is all about the family. Our clients care about preserving their legacy and making sure that they don't outlive their money. It’s about protecting what you have for you during your life and for those you love after you’re gone. It ensures what you have gets to the people you love, the way you want, when you want. Building relationships with our clients helps us to focus on understanding their unique and personal needs. This helps us develop and create the best estate plan for them.