About
Our goal is to help clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society and to implement effective Estate Panning with minimal effort and time investment. We work from the belief that planning should always be driven by purpose and help our clients identify their goals first and then build estate and business plans based on that understanding. We also believe clients should be informed about their legal options to plan ahead for government benefits to help with nursing care costs. Our education seminars and webinars, flat fee pricing, on-time guarantee, and relationship-based model set us apart from other estate planning firms.
Why EOS
EOS has provided us with clear goals and a structured way to achieve those goals. Since implementing EOS, we have moved accomplished projects that have been on the books for years, defined roles and responsibilities, and have a clear vision of what the future looks like. Everyone on the team shares in the vision and has the responsibility to achieve the vision by voicing concerns, allowing others to share their concerns and ideas, and coming together when decisions have been made.
Our Core Values
Acquiring and Sharing Knowledge
Client Peace of Mind is Our Success
Exceptional Client Experience
Outward Mindset Culture (empower people, be considerate, thoughtful, helpful, unselfish; caring, supporting others)
Passionately pursuing our purpose
YOUR PRIVACY CHOICES