Financial

We are a Small Firm and can Cater to your Unique Needs: We do not have a one size fits all program. If you're an estate attorney, we can help you with business planning, investment management, insurance planning and discount you for the services you do not require of us. If you're a savvy investor am=nd only want a 2nd opinion on your portfolios or have us occasionally update your financial plan, we can adjust your fee to reflect only the roles you need us to fill.