Core Values

Leave a Legacy! We are here to help our clients leave a legacy for their family and their community.  Estate Planning is more than just deciding where your financial assets will go when you die, it is about your values, what you stand for, what you live for and your voice.

Our Core Values reflect the fact that we are interested in building a relationship of trust and confidence with our clients that will endure over the years allowing them to leave their legacy for future generations.

  • We believe and practice integrity, caring, kindness, honesty, patience and humility in both our professional and personal lives.
  • We believe in treating clients as we wish to be treated.
  • We believe in listening as well as speaking.  We value a true collaboration with our clients.
  • We believe in telling the truth with passion and care, but never compromise.  We won’t tell you what you want to hear if it isn’t true.
  • We believe that estate planning is not about documents, it is about results.
  • We believe in being proactive rather than reactive.  Prevention planning rather than crisis planning.
  • We value harmony over conflict.
  • We believe in building long-term relationships with our clients.
  • We value a sense of humor.
  • We enjoy what we do, and we believe that comes through in our relationships with our clients.
  • We believe that complete client satisfaction is the ultimate measure of our success.