Why might I want a Professional Fiduciary?
The choice of who to ask to serve you in your time of need has significant implications for your wellbeing. While it is easy to put off these important decisions, choosing a professional fiduciary to serve as your trustee or attorney-in-fact can be a life-changing safety net in a time of physical illness or incapacity. Consider how important it would be to have someone ready to step in to walk with you in the management of your business, financial and health care concerns at a moment’s notice when you or your loved one cannot.
Some individuals do not have a family member who is skilled at such matters, and others would rather not burden their loved ones for a variety of reasons – perhaps because of the fullness of their lives, long distances, or challenging relationships. Having a professional fiduciary can be an important tool for guarding your future and the future of your family relationships.
Please take a moment to learn a little more about us and our services. If you would like, contact us for a no obligation discussion about your concerns.
OUR SERVICES
Trustee or Successor Trustee
Personal Representative
Attorney-in-Fact
Consultative Services
Professional Guardian
"Tim Stephenson knows his stuff! I first got to know Tim Stephenson as a colleague as we began working together in 1997. Tim stands out as a gifted advisor with solid technical expertise. He holds himself to a high standard and committed himself to earning the top designations in the financial industry – Chartered Financial Consultant and Chartered Advisor in Senior Living. Now as a retiree myself, I regularly turn to Tim as an advisor. Tim has proven himself to be qualified, experienced and trained to meet your objectives."
Donald D. Draggoo
"...We thank you again for your calm and wise counsel..."
Orley and Jane Swartzentruber