Our goal is to establish client relationships that are built upon trust. We know that our clients have worked hard for their retirement savings and desire added peace of mind regarding their assets. Using plain English, we discuss how taxes, probate, and long-term care expenses may potentially affect those assets. Together, we will establish and implement a well-thought-out plan that will help create a sound retirement. Also, we uphold the fiduciary standard so we will always recommend a course of action that best suits our clients’ needs and wants.