On the most basic level, our mission is to help our clients protect everyone they love and everything they own through thoughtful planning.
How do accomplish this admittedly ambitious goal? We rely on the most powerful estate planning tool available: the human ear. That is, we listen and learn.
We begin by taking the time to get to know you. We ask questions. The right questions, not the generic “So, what brings you to our office today?”
Rather, we want to know what keeps you up at night. What are your greatest concerns? What are your short- and long-term goals? What are your dearest hopes for your spouse, your children, and your legacy?
We are not solely interested in your financial situation. That’s because proper estate planning is about much more than retitling assets after death. It’s also about maintaining control of your affairs while you are alive and well, and keeping that control even if you become incapacitated. It’s about protecting yourself and your family from threats like the high cost of long-term care, creditors, and lawsuits. It’s about helping your loved ones achieve their goals. And, it’s about sharing your values with your family and future generations.
In short, we want to know about you, not just your estate.
Only when we have a thorough understanding of what matters most to you will we design a customized plan to alleviate your concerns and accomplish your goals. We will explain your planning options carefully and clearly, without relying on legal jargon. We don’t want you to sign any legal documents until you know what they do and why you need them.
In this way, we forge solid, long-term relationships with our clients… many of whom become close friends. Ours is a small firm, which allows us to take this highly personal approach. It’s how we like it, and how our clients like it. We hope you will too.
So, what is our mission? Ultimately, it is to serve as your trusted advocates and Counselors for Life.
Let’s talk soon and get to know one another.