Helping Solve Financial & Legal Problems
We interface with all clients by this motto:
First we seek to understand, then we seek to be understood.
The perfect blending of your life as it exists today, and where it might be in the future, with your objectives and goals for how you want your estate to be handled is a daunting task, at best.
Life changes quickly, yet we rely on legal documents like Wills and Trusts that we created years ago to affect our current wishes. That is the crux of the Estate Planning dilemma; how often should we update our Will or Living Trust given we prepare it in the past to serve us in the future?
With life being dynamic and written legal documents by nature are static, the premium is in choosing a professional consultant who understands this complex interplay to guide and offer you options that fit your needs.
With our focus and emphasis on client satisfaction, along with our unique way of connecting with each client, see first hand the way we interface with you and what we can offer.
Call today to schedule an initial consult.
We love our customers, so feel free to visit during normal business hours.
Intelligent Office, 2950 Buskirk Ave, Suite 300, Walnut Creek, CA 94597
09:00 am – 05:00 pm