972-788-4703

       “A friend called, feeling frustrated and completely overwhelmed by all the financial ‘pieces’ she and her husband had accumulated over 40+ years of marriage.  She was trying to get everything organized and it was just too much.  It was weighing on her mind all the time and she wanted relief from that burden.  We were happy to work with her and her husband to thrash through all their ‘pieces.’  And there were a LOT of pieces!  It didn’t happen overnight, but after a few weeks they had a simplified estate plan, an organized inventory of all their financial assets and a great sense of relief.”   

--Lois Russell