Who We Serve

Clients

  • Individuals

    • Individuals Divorcing Or Separating

    • Individuals Planning To Marry (Prenuptial)

    • People Cohabitating

    • Family Conflicts With Care of Parents

    • Partners Forming A New Business

    • Partners Dissolving A Businesses

    • Conflicts with Neighbors Or Landlords

    • Conflicts with Vendors Or Professional Service Providers

    • Employee Conflicts

    • Business Owners

    • Chiropractors

    • Doctors

    • Businessowners

    • Medical Professionals

    • Teachers

    • Real Estate Agents

    • Nursing Homes 

  • Referrals from Professionals

    • Therapists

    • Lawyers

    • Accountants

    • Financial Advisors

    • HR Directors

    • Assisted Living/Elder Care Institutions

    • Hair Stylists

    • Massage Therapists

    • Homeowner Associations

    • Chiropractors

    • Doctors

    • Businessowners

    • Medical Professionals

    • Teachers

    • Real Estate Agents

    • Nursing Homes

Navigation

Testimonials

As a financial planner with a focus on trust and estate planning, I find that clients I have referred to Robin are very satisfied with her ability to listen and develop plans that meet their needs. This together with prompt action on their documents allows me to give a very strong recommendation for her.
Robert Jewell, Trust Officer
Community Bank, N.A.

Loading Loading...