A Power of Attorney is a document where you choose the person to manage your money, your bills and investments if you become unable.  A Power of Attorney must be signed before a person becomes impaired or incapacitated because it is a legal contract.

 

We are experienced professionals who carefully manage money for our clients with honesty and integrity.  We consult our clients to understand their preferences and goals and keep them informed about their assets.

 

Our goal is always to do what is in the best interest of the client.  We prevent exploitation or waste of our client's money so that they will have the best quality of life possible.