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Simplify your Estate and Financial Planning
Collaboration between legal, investment, and insurance specialists ensures you receive holistic and tailored estate and financial planning solutions.

Our three companies are carefully designed to serve you with excellence and achieve better results.
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Law Group
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Estate & Insurance Services
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Investment Management
THE RELIANT TEAM
​- Estate Planning Attorneys - Paralegals
- Fiduciary Investment Advisors
- Insurance Professionals
- Client Concierge Service

Our process keeps it simple for you.
Education &
Discovery Meeting
Customized Planning
Execution
Our service not only includes a very comprehensive Estate Planning package, it also includes funding your trust. We partner with our clients and handle all of the funding of your assets, bank accounts, investments, homes, vehicles, etc., ensuring that everything is titled correctly to your trust, so you don't end up with an empty or partially funded trust. Most law firms and estate planning companies do not do this. Instead, they leave it up to their client and simply provide them with a funding checklist.
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