Protecting What Matters Most
Protecting What Matters Most
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Thoughtful estate planning designed to help your family, clarify your wishes, and create peace of mind for the future.
Life Happens Fast
Families grow. Relationships change. Careers Shift. Assets are bought and sold.
Families grow. Relationships change. Careers Shift. Assets are bought and sold.
And sometimes things happen when we least expect it.
Your estate plan should be able to grow and adapt with you while helping prepare for the unexpected.
Our planning process is designed to keep important information organized, accessible, and easy to update as life evolves.
Local Advisors
Hi, we are Brandy and Patty.
Hi, we are Brandy and Patty.
As local estate planning advisors and business partners, we work together to help individuals and families protect what matters most. Through personalized guidance, and ongoing support, we help our clients create thoughtful estate plans that provide clarity, confidence, and peace of mind for the future.
As local estate planning advisors and business partners, we work together to help individuals and families protect what matters most. Through personalized guidance, and ongoing support, we help our clients create thoughtful estate plans that provide clarity, confidence, and peace of mind for the future.
You’ll work directly with us as your local agents while also
benefiting from the experience, resources, and support of a broader team of professionals.
You’ll work directly with us as your local agents while also
benefiting from the experience, resources, and support of a broader team of professionals.
National Team of Experts
Mo Dadkhah - Estate Attorney
Nathaniel Landman - Tax Attorney
Ed Kaiser - General Counsel Attorney
Chris Norris - Investment Advisor
We’ve built a strong support system behind you.
While you work directly with Brandy and Patty as your local advisors, your planning experience is also supported by professionals in multiple areas who help bring additional knowledge, structure, and guidance to the process.
We’ve built a strong support system behind you.
While you work directly with Brandy and Patty as your local advisors, your planning experience is also supported by professionals in multiple areas who help bring additional knowledge, structure, and guidance to the process.
This collaborative approach allows families to receive personalized support locally while also benefiting from broader professional resources designed to help create thoughtful and well-rounded plans.
This collaborative approach allows families to receive personalized support locally while also benefiting from broader professional resources designed to help create thoughtful and well-rounded plans.
A Proven Path Forward
In addition to the team of people behind you, we also offer a proven path through estate planning.
Our structured planning process helps ensure nothing important is overlooked. Together, we will walk through your wishes, family, assets, future planning needs, and key information to create a plan tailored to you.
In addition to the team of people behind you, we also offer a proven path through estate planning.
Our structured planning process helps ensure nothing important is overlooked. Together, we will walk through your wishes, family, assets, future planning needs, and key information to create a plan tailored to you.
Contact Us
Because the best time to create a plan is before it's needed.
Because the best time to create a plan is before it's needed.
Start the conversation:
Start the conversation:
A brief conversation to discuss your goals and explore your estate planning options. No obligation and no preparation required.
A brief conversation to discuss your goals and explore your estate planning options. No obligation and no preparation required.
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