I would recommend you because of the clarity and thoroughness with which issues were laid out for me and the help you provided in making changes that will help my family in the long run. Bob was very clear and thorough in explaining reasons for his recommendations and the importance of both the financial and health related steps to set up my Living Trust estate plan. He and his staff were very easy to work with! Thank you!
608.661.4333 6418 Normandy Lane, Suite 225 Madison, WI— Mary Lee