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.
Mark’s approach is pleasantly personal. He is upfront; he thoughtfully answers my questions and takes the time to ensure I understand. Mark is easily accessible, and he will reach out with key dates if I am not on top of my milestones. I feel confident knowing that I have an expert in his field to go to when I need guidance for insurance planning needs, as can happen in periods of transition. This is a relationship we will have for the long-term, and Mark has invested in it from the beginning. I look forward to our meetings and I highly recommend his services.