Meredith applies her unique skills to support Bettina’s mission of counseling individuals seeking to attain security by achieving their personal and financial goals.
What Our Clients Are Saying
“Bettina first assisted me in 2005 with updating my will and general durable power of attorney, as well as preparing an advanced medical directive for the first time. I appreciated both her advice and her direct approach in guiding me through this process. Bettina was available to help me with minor updates to my estate plan over the years, and more recently with significant revisions that accurately reflect my changing wishes and needs. Bettina is both knowledgeable and reliable, and I appreciate our longstanding professional relationship of over ten years.”
Over the years, Bettina has stressed the importance of estate planning and the impact of not being prepared. She has guided me with the creation of a comprehensive plan that meets all of my needs and protects my loved ones. I have found Bettina to be knowledgeable, professional and reliable in my dealings with her. In fact, I have referred her to other members of my family, as well as to friends and colleagues, with confidence and my personal guaranty that they will be completely satisfied with her services. I am very happy I retained her!”