Our Services


 


Licensed to practice law since 1983, we work primarily in the areas of Estate Planning, Wills and Trusts, Probate, Business Law and Real Property Law.  For personal injury cases with refer to and work closely with specialists in the this area.  We have trusted resources for insurance and accounting services.


In conjunction with our law practice, offer financial planning as a Registered Investment Advisor.   While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.


Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.


 


 



  • Tax management

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products