WELCOME...we're glad to have you on board with us!

To help you get started with our relationship, we have put together a "Welcome Packet" to answer many of the questions you might have. You can view or download the PDF for your easy reference. The Welcome Packet includes the following information...

• Welcome Letter
  
• Directions to our offices
  
• What to expect when you arrive at our office
  
• Our Process
  • Initial Meeting
    
  • After our Initial Meeting
    
  • Your Delivery Meeting
    
  • The Funding Process of your Estate Plan
    
  • How your Plan Works
    
• Fees and Payments

Thank you for your trust and confidence you have placed in us. We look forward to working with you today and throughout the changes in your life!