Review: Most amazing experience ever.

Made the setting up of a living family trust, management of our financial assets and my business, and a plan for our kids to be taken care of so simple and easy should anything happen to my husband or me.

HIGHLY recommend.

We felt so well cared for and advised about critical decisions.

They worked in conjunction with our financial advisor to make sure every detail was taken care of.

Includes reviews every three years which feels... Read More