Knowledge of planning details was very good. Liked willingness to hold meetings at convenient location. Worked well with Financial Adviser. Listened well to my input. Meetings were comfortable with good explanations on legal language. Thankful that he was recommended to me.

We very much appreciate the time you took explaining the laws and tasks of estate planning. You made us all feel comfortable and knowledgeable about what lays ahead. I will recommend your services to anyone else I know needing this service.

Peter was very patient and helped us to work through the process

I really appreciated Peter's personality and would definitely recommend him to others. Very knowledgeable and we felt well supported in our questions and our planning options

Peter took care of my Mothers estate planning and I’m grateful to have him helpme with mine. He’s knowledgeable and explains options and laws so I can make educated decisions.