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Putting Your Legacy on Cruise Control
Dave was easy to work with and took the time to explain things we didn't understand. He gave good recommendations and helped us work out details for our situation. "
"I spoke with David on the phone initially involving a family member and possibly amending a Power of Attorney document that was drafted before the new Florida laws came into effect after 2011."
“He was very nice to my Aunt Elizabeth and I and prepared with the paperwork we needed when we walked in so our visit didn't take too long. "
“Friendly, knowledgeable and serious with a great sense of humor..”
“Excellent service. He knows what he is doing.!!!”
“Knowledgeable and funny.”
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