Our firm was founded as an Estate planning consulting firm. Our clients being owners of privately-owned family businesses, corporate executives, and high net worth individuals, our mission is to help them build a comprehensive estate plan that will deliver their lives work to who they want when they want, and how they want. An estate tax is a voluntary tax imposed against people who fail to plan or hire the wrong planners.
Our more than 30 years in Estate planning allows us to focus on the individual wants and needs of our clients. We help our clients Preserve, Protect and Perpetuate a life time of hard work onto the people they care most about, children, grandchildren and charity.
If you need an advisor in the Naples or Greater Southwest, FL area please contact us here.