We feel so fortunate to have this firm help us with our estate planning. Their explanations of benefits available and how it applied or didn't apply to our situation was thoroughly discussed and when we didn't understand they drew pictures for us and we talked until we did understand! When things like this can be so complicated we appreciated 100% the kind, patient, professional and generous consideration we were given. I will recommend all my friends and family seek their help. It's WORTH EVERY PENNY!

I have observed Mr. Smith for some time. He has personal and genuine caring for the elderly and is unsurpassed in his skill. I would highly encourage you to talk to him as your parent ages or yourself.

Requested a Durable Power of Attorney financial for my elderly parents and we have had issues with banks accepting it because of the language. When I explained the issue to the attorney, nothing was done.
Then when I presented a list of questions about an annuity plan the attorney presented to us, he abruptly withdrew himself from representing my elderly parents without reason or explanation.

They love their clients and look for the best options available to protect their clients, their loved ones and their assets. SEBL helps design a Masterpiece lifescape for their clients. Great warm and personable staff members.