About
Founded 2007
No matter if you are a new parent preparing a will before welcoming your first child, an established professional strategizing for retirement funds and life insurance, or an affluent individual seeking expert guidance in estate tax planning through trusts and gifting strategies, we tailor our solutions to meet your unique needs. Our team boasts specialized knowledge in law and taxation, supported by advanced degrees in the field alongside certified public accountant qualifications. With considerable experience across legal practices, we collaborate seamlessly to ensure every angle of your situation is considered. This cooperative approach enables us to deliver exceptional service and insightful advice tailored specifically for you.