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Client Service !!

10/20/2016

I’m proud of my wife!

We have an 86-year-widow who has been our client over twenty years.  This lady has enjoyed remarkable health and has never had any surgery.  Finally, she needed dental surgery and had some understandable anxiety about this.  My wife volunteered to stay with her the night before, to drive her to the surgery, wait for her, and spend the second night to make sure she was well.  Now, THAT is outstanding client service!

I’m proud of my wife!

We are a fee-only advisor providing best interest fiduciary services to clients
in Chesapeake, Newport News, Norfolk, Suffolk, Virginia Beach, Williamsburg, and the surrounding areas of Hampton Roads.

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