Leaving a Legacy & Not Just Money
We believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.
Through our unique promises, we’ll capture your legacy and share it with the people you love most.
Lifetime Relationship
We provide complimentary 3-year reviews with all or clients to update their plans as their lives change.
No Hourly Billing
Our firm charges flat-fees for our planning services. This means there are no surprise bills!
Communication
We are always available to answer and ask questions when it comes to your planning.
Kid Protection
We offer a Kids Protection Plan® with every estate plan if you have minors at home to meet various needs.
Integral Approach
We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.
Caring Approach
We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.
Schedule a 15-min Consultation
Have a question or unsure how to get started? We are here to help! Book your complimentary consultation with Hector or Irene online.
Join Us For Our Next Online Event
#Familygoals: Protecting Your Family & Finances Check out our free webinar to learn what estate planning really is (most people don't realize how comprehensive and important it is) and the steps you can take to protect yourself, your family, your assets, and your legacy.
