It is Rare to Find an Individual so Dedicated to his Craft.
Phil was recommended to me by a good friend and has been an absolute blessing. His detailed knowledge and expertise in asset planning and preservation was refreshing and allowed me to make educated decisions on customizing and setting up my family trust. He is readily available when I need to speak with him and is proactive about notifying me of any changes that may affect my trust personally. It is rare to find an individual so dedicated to his craft.Dr. Mary P