One stop shop for all your estate planning needs!

Me and my wife coming from mixed cultural and financial backgrounds reached out to Bryan for our estate plan that could achieve multiple levels of asset protection, tax efficiency, and beneficiary goals. Bryan brought to the table only years of experience and top of the line education could. Being a financial planner, I was already acutely aware of many strategies and techniques out there. When I presented Bryan our family's multi-generational estate plan designed to maximize family wealth, Bryan was able to fine tune it with ideas that never even came to mind.

Despite the technical know how, his personal touch and explaining the documents to my wife has a medical background not finance/legal was in such a way that you felt like he was explaining this to his own family member. My wife is by her very nature very stubborn until she has a complete and total grasp on a subject, felt comfortable to sign by the end of the process.

If you want a job done right and will treat you like family, do yourself a favor and call Bryan!