Description:
Our approach involves asking questions that help us determine the best solution for your unique needs and goals. There are no one-size-fits-all answers when it comes to estate and financial planning. Over the years, we've assisted thousands of clients in navigating this complex field. We're excited about the opportunity to serve you as well. It's important to note, however, that we are not attorneys. Instead, we work closely with independent legal professionals to provide you with attentive, personalized service. Whether you're just learning about your options or looking to review an existing plan, we're here to help.
Service location:
Remotely
Service Reviews
5.0
2 reviews
MS
Matthew S.
It was a delightful experience collaborating with Derek as he provided answers to all my queries and assisted me in tending to all matters crucial for my future.
December 8, 2022
AS
Anthony S.
Derek places a high emphasis on prioritizing customer service above all else. He possesses an exceptional level of knowledge and a remarkable attention to detail. In addition, he responds promptly and has even gone the extra mile to ensure that our product/policy meets our specific needs. We appreciate all of your assistance!
Sincerely,
Marina
December 8, 2022