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You can plan your legacy with peace of mind

Our firm can guide you through the maze

Leaving your assets to the next generation may be easy or it may be complex. Regardless, it can be a mysterious and confusing process to contend with.

We specialize in the Estate and trust need of the moment.

If a client passes away, we can assist in the probate process and help you file the required financial statements.

Basic financial concepts of estates and trusts, we can teach you.

Focus on your need, we will round out your understanding. Save money, call us first.

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Meet our legacy team

James Alexander
CPA, CFP®

Jason Bolen
CPA, CFP®

Daniel Powell
CPA