Client Testimonials

Thank you. You have a wonderful way of dealing with elderly people and we all appreciate it.


(After an unexpected fall that required hospital, rehab, etc.) I am so glad that we had the PLAN so that my family had the power to take care of me.


When we started the planning, the legal terms were overwhelming, but Gerri and his staff did an excellent job explaining what we needed to understand.


I am truly appreciative of your humanity, professionalism, patience kindness and support.


I love the Red Notebooks and so do our children. I also have peace of mind that we can call anytime...with questions.

-Michael & Connie

Scared about my future...I found the right person...who also referred me to other experts that I needed to work with.


What you did for my clients was perfect.

-Financial Planner of a client

Your office addressed and relieved my panic...the personal treatment by everyone at the office was simply excellent.


Answered all questions as clearly as possible considering how complex the planning was.