References

We strictly maintain our clients’ desire for privacy with respect to their planning. Accordingly, we do not publish a client list, although many of our clients are individuals and businesses who are well known in their communities.

However, new clients may wish to talk to one or more of our clients, as references, before choosing us as advisors.

A NUMBER OF OUR CLIENTS HAVE AGREED THAT THEIR NAMES MAY BE USED AS REFERENCES and you may contact them for more information about the nature and quality of our services. In addition, we can provide you with references from other professional advisors.

We can also provide you with “case study” examples of our work, adapted from actual situations.