Fishgold Financial Document Preparation and Est...

Introduction: I have personally worked with hundreds of families for over 25 years educating them about how wills, trusts, powers of attorney, and medical documents can protect them. The information helps you choose what is best for your personal situation. I put their desires in the proper legal format and help them over time as needs change. I provide my clients referrals to other competent professionals when circumstances merit. My very caring and experienced staff provides backup. I am also a Certified Financial Planner® and have a Masters degree in this area so I know how these documents integrate with the other tax, personal and investment of your life. Clients love my ability to take something that seems complex and make it understandable. I see how they seem to relax when they have peace of mind. By working with my clients and making them an understanding part of the process, I truly feel I am living up to my professional standards. My value to my clients is my unyielding desire to always find out what they want to accomplish and assist them in getting their in the most reasonable way given their individual circumstances.