Roy helped me with several issues in the past but most recently helped me create my estate plan. He was very thorough and made me think through the different scenarios that could occur to make sure my family was best protected. I was also considering purchasing a business, and again, Roy helped me think through different scenarios while discussions were under way. At the end, I opted not to move forward with the purchase, especially after the points Roy brought up. Roy is very knowledgeable and everyone at the firm there is always happy and friendly.

— Estate Planning Client
Prior results do not guarantee a similar outcome.