You have a lot of ideas about the future--you've earned it! You may want to spend more time with your family, start a new venture, travel, or just play golf every day. You have worked with other advisors in the past, but have you worked with a planner who gets you? We're planners who specialize in serving attorneys and couples who are within 5-10 years
Elizabeth Julius —
Travis has made himself available for me, and was able to travel closer to me for our meeting. He explained everything he