Knowing what documents you need and what they do is confusing. We'll explain it all to you and help you decide the answers to questions like: 1 If you're unable to make healthcare, financial or legal decisions for yourself while alive, who will make them for you? Having professionals that are truly invested in and care about you, your family, your assets and legacy, will make an astonishing difference in the success of any plan you create.
Who has your best interests at heart as their priority? Have you felt a personal touch and level of care and concern as though family were helping you? You will with us. We'll embrace you from the start, like family. We'll discuss your life plan, and make sure your estate plan is in sync, while always being here for you.
Who has your best interests at heart as their priority? Have you felt a personal touch and level of care and concern as though family were helping you? You will with us. We'll embrace you from the start, like family. We'll discuss your life plan, and make sure your estate plan is in sync, while always being here for you.
Services
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate. People Matter - We believe that each person is innately valuable and worthy of respect and honor.
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family's future protected. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance.
Many people ask, "Just what is an estate, and what is there to plan?" The best and easiest way I've found of explaining it, is that it is all about maintaining control of your wishes and stuff. Making smart decisions with your assets in anticipation of, or during the reality of, retirement is essential, but it is only a piece of the estate planning process.
Probate is perhaps one of the most misunderstood topics I get asked questions about. And for good reason; it's confusing. Probate is a process that must be gone through after someone dies. The Florida Bar Consumer Pamphlet: Probate In Florida, has a good explanation of probate.
They state that probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent's debts, and distributing the decedent's assets to his or her beneficiaries.
They state that probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent's debts, and distributing the decedent's assets to his or her beneficiaries.
Reviews (10)
Lucy Dulak
Jan 03, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Bryan is an excellent estate planner, fiduciary, and attorney. He helped us plan our will and trust for our family and son. We then consulted with him on our retirement goals and purchased several annuities to ensure our retirement income continues for generational wealth.
Bryan is an excellent estate planner, fiduciary, and attorney. He helped us plan our will and trust for our family and son. We then consulted with him on our retirement goals and purchased several annuities to ensure our retirement income continues for generational wealth.
Bob Pizzurro
Dec 24, 2021
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Randy Duncan
Dec 23, 2021
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Dan N.
Dec 21, 2021
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Bryan helped us with our estate plan. Having a blended family complicated our plan a bit. Bryan answered all our questions. More importantly, he raised potential issues we had not even considered. Throughout the process we never felt rushed. In fact the process was actually pleasant and extremely informative. Bryan is undoubtedly an expert in his field. We cannot be happier with the service he provided us.
Theresa Fallon
Dec 20, 2021
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My husband and I worked with Brian and his team to review our investments and get all the necessary paperwork done for our Wills, Healthcare proxies, etc, those things you leave until you reach those retirement years and start thinking about what happens after you're gone or ill. We had several meetings with the team and they are so Very Easy to work with. My husband and I feel so much better knowing the future is well set up.
Jacqueline Larrimore
Dec 19, 2021
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Roberta Peluso
Dec 18, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Bryan has a way of making you feel like you are a relative or a long time friend and he wants to do everything in your best interest. I love the way he gives examples of problems that could arise if you make the wrong decision and he is there to guide you in the right direction.
Bryan has a way of making you feel like you are a relative or a long time friend and he wants to do everything in your best interest. I love the way he gives examples of problems that could arise if you make the wrong decision and he is there to guide you in the right direction.
Daniel Herrera
Dec 11, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We worked with Bryan for estate planning and all the work associated with that endeavor. Bryan and his staff were knowledgeable, patient, kind and easy to work with. We are very happy with the outcome and feel at ease and confident with our estate plan. We Highly recommend Bryan and his staff!
We worked with Bryan for estate planning and all the work associated with that endeavor. Bryan and his staff were knowledgeable, patient, kind and easy to work with. We are very happy with the outcome and feel at ease and confident with our estate plan. We Highly recommend Bryan and his staff!
David Rhoads
Dec 11, 2021
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S. Bibbs
Dec 10, 2021
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We kept putting off creating our Will and getting our Estate Planning in order so we attended one of Bryan's informational dinners. We were impressed by his knowledge of not only these areas but a lot more that we had not even considered, e.g. Living Family Trust, Power of Attorney, Living Will, Health Care Surrogate, HIPPA Release, Certificate of Trust, etc.
Not only does he perform these services but he ALSO DOES FINANCIAL PLANNING!
Bryan and his assistant Lorraine were very responsive to our needs as they performed and produced the necessary documentation in a timely manner. Bryan explains
Not only does he perform these services but he ALSO DOES FINANCIAL PLANNING!
Bryan and his assistant Lorraine were very responsive to our needs as they performed and produced the necessary documentation in a timely manner. Bryan explains
