Advisor   Fiduciary  Advocate

A fiduciary holds the highest degree of trust you can achieve. As a licensed professional fiduciary with over 40 years of experience, our resources are at your disposal. We can serve you as an agent, an advocate, a fiduciary under a power of attorney, or as your trustee. We are pleased to be your advanced healthcare directive or any form of limited power of attorney under your trust and living will. You can choose to have us as a fiduciary only in the areas you need. We welcome you to hand over the reins for us to handle everything at once; it's what we do. We will require several in-person meetings to learn about you and how you want everything handled. Careful consideration and constant monitoring are our ongoing commitments. When you are ready to resume taking on all of your previous responsibilities, we will celebrate this. We work towards making it easier for you to manage all of life's necessities. Our financial experience encompasses all investments, insurance, real estate, taxes, health plans, retirement plans, businesses, succession planning, estate planning, and long-term care planning. We strive to be the hub of your family's resources, with ongoing communication at all times. We look forward to helping you.