Buying and selling property is a big deal. Some people are upgrading, and some people are downsizing because the kids are off on their own. Or perhaps you’re moving here (or away) for a new job. In any case, it can be a hectic time. Our team strives to make the process as efficient and smooth if you’re the buyer, seller, or both.
Give us a call or email firstname.lastname@example.org to schedule your closing today! We have offices in Baxter Village, Ballantyne, Gastonia and Lake Wylie.
protect your legacy
Our goal is to help individuals, families and business owners achieve peace of mind. We accomplish this by developing and implementing creative and customized solutions to protect what is most important – your family and your legacy.
As part of our goal oriented estate planning process, we first seek to understand your goals and needs. Our advice focuses on how your estate planning documents advance your goals. I use plain English and easy to understand visual aids, so you know what you need to do in order ensure that your plan works the way you intend. My personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families do not have to deal with the disastrous fallout from a lack of planning.
We believe that effective estate planning is critical to the financial, physical, and emotional well-being of our clients, and we are grateful for the opportunity to be involved in the process.
We help business owners organize their business in order to keep personal property and assets out of the hands of the business’ creditors. With our strong background in leadership and management, we can also provide strategies and guidance on taking your business to the next level.
In the ideal world, business partners are able to part ways on friendly terms, but a plan needs to be in place for the worst case scenario. We treat our clients like family, protecting their interests as if they were our own, and making sound recommendations to help them accomplish their planning goals.