As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.
We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.
I have been working with Mark and his team since I finished medical school in 2010. He is extremely reliable and knowledgeable and he goes above and beyond when it comes to customer service. His commitment to his clients needs is unparalleled. He has provided me with invaluable advice over the years about financial and insurance planning as I have progressed through the various stages of my medical practice.