Offering a robust line of products to meet your personal and business needs

You can plan your legacy with peace of mind

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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.

Meet our legacy team

James Alexander

James Alexander


Meet James
Jason Bolen

Jason Bolen


Meet Jason
Dan Powell

Daniel Powell


Meet Daniel