Trust Isn’t Asked For—It’s Earned. Here’s How We Earn It.

 We start by listening and educating. Seminars, our Legacy Life Podcast, and in‑person/online appointments make it easy to get to know you and let you get to know us. 

 We earn respect by making the invisible visible together—by identifying the income shortfall using our Simplicitree software, your decisions get easier.  You get to make your plan as accurate as you want it to be. 

We build the plan with you, in the room—never for you. No surprises, no pressure—just decisions made together. 

• We never present a plan we didn’t build with you, in the room.
• You’ll always see the trade‑offs. You choose—we implement.
• Your spouse/family are welcome at key meetings.