The legacy you pass on to our loved ones
is more than money.
We're here to help protect you and your family while you are alive and well, plan for your care in the event of a disability, and pass on your life’s work, your legacy and your values to the people and charities most dear to you.
We look forward to working with you to customize estate and legacy planning and protection solutions that best fit your needs and the needs of your family.
Bill is a member of WealthCounsel,
a professional organization devoted to excellence in the practice of estate and legacy planning.