I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in business and estate planning to achieve your goals.
If you're ready to get going, please attend one of our upcoming events or schedule a 15-minute free consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT Your Life and Business Planning Session.
Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Click the link to request your FREE digital version of "Wear Clean Underwear" or please give us a call at (817) 261-5000 to schedule Your Family Wealth Planning Session Today.
If you'd rather read a physical copy, and I know sometimes I do, I would be happy to send you a copy of this book for free, as my gift to you for considering working with me. Just give us a call at (817) 261-5000 to request your free copy or click the following link to set up a FREE 15 minute consultation.