Reviews
Our mission is to serve our clients by assisting them in navigating the myriad of choices in business planning, business succession planning, personal estate planning, and personal tax planning. We strive to represent the client’s interests vigorously and efficiently.
"Very reasonable and fair, not to mention pleasant to work with. Couldn't ask for more! Thanks!!"
Our family has been doing lots of estate planning lately and the help we got from Kimberly and Charlotte (office manager) was everything we hoped for. They were happy to walk us through the things we weren't sure about and worked with our schedules to arrange meetings as easily as possible. Very reasonable and fair, not to mention pleasant to work with. Couldn't ask for more! Thanks!!
B.H.