Resources for Professionals & Advisors

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Lake Wales Office

122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 676-8432

Sebring Office

245 US Hwy. 27 S.
Sebring, Florida 33870
(863) 676-8432

Lakeland Office

5908 Hillside Heights Drive
Lakeland, Florida 33812
(863) 676-8432

Our goal is to put your client's mind at ease

We believe in a team approach that gives our mutual clients the most comprehensive and effective Estate Plan.

Select your profession below to learn how we can help.

Attorneys

There are several areas where we can help when you have a client that may receive settlement proceeds or inheritances. 

We are experienced in helping Attorneys with:

We welcome Attorneys to contact us or call us at (863) 676-8432 to discuss how we can work together to serve your clients.

Financial Planners

We work with Financial planners to create a comprehensive estate plan for the future of our mutual clients.

We are experienced in helping Financial professionals with:

We welcome Financial Planners to contact us or call us at (863) 676-8432 to discuss how we can work together to serve your clients.

Health Care Professionals

We want Health Care Professionals to consider us a resource to help them as they assist their clients with many important decisions.

We provide guidance to Health Care Professionals with:

We welcome Health Care Professionals to contact us or call us at (863) 676-8432 to discuss how we can work together to serve your clients.

We'd love to work with you

We have 3 convenient locations and are ready to serve the communities around Highlands County and Polk County, Florida.

Take your first step by contacting us today.

Lake Wales Office

122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 676-8432

Sebring Office

245 US Hwy. 27 S.
Sebring, Florida 33870
(863) 676-8432

Lakeland Office

5908 Hillside Heights Drive
Lakeland, Florida 33812
(863) 676-8432

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