Our Focus By changing the way accounts are managed, we are able to focus on one thing:
Helping families improve their lives after suffering an injury or tragedy
and enduring litigation.
Our Experience We understand the litigation environment and have become extremely familiar
with types of challenges our clients face. We have the resources to combat
these obstacles.
Our Philosophy We have always been grounded in providing individual, prompt, competent,
and courteous client service – never just a generic or cookie-cutter advice.
Providing Expert Insight
When You Need It Most
Based on all of the information we are able to review and analyze, we want
to provide the options available to you. We believe this process is a
highly empowering process for our clients. Once we explain your options
and our opinions on each of them, we want you to feel comfortable making
an informed decision. Once your plan of action is created, we implement
it in a way that is guided by your desires, not by anyone else.
Personalized Service for Your Unique Needs
Every circumstance can have many changing variables. This highlights our
philosophy about client service: we try to meet families where they are.
Some of these complex variable include:
Financial issues
Severity of the injury
The needs of your family
The circumstances of your family
Your location
Your desires
The laws in your case
There isn’t any one answer to any circumstance, which is why our
overall philosophy is that we view our role as an option provider. Based
on all of the information we are able to review and analyze, we want to
provide the options available to the client. If we have provided our opinions,
we feel like we have empowered the client to make the best decisions.
Once a plan is created, we want to make sure it is implemented in a way
that is guided by the client desires not by anyone else.
Many clients view us as an extension of their own family and we truly take
pride in our upstanding reputation. As advisors, clients trust us with
some of the most sensitive and emotional issues and these issues can have
a direct impact on their family, future, and finances. We take our duty
as advisors seriously, and therefore, use our extensive network as a “one-stop-shop”
to help our clients in the best way possible. We strive to remain educated
on changes in the laws and rules to better protect benefits eligibility
for those clients for whom this is important, and work with our partners
to make sure trust assets are protected and risk is managed effectively.
