Reviews

Lori is not only trustworthy and knowledgeable, she has a family of her own and knows how important it is to take care of them now as well as in the future. She walked us through each step and process needed to make sure our children and finances are secured and covered if anything should happen to us and for that we are grateful. It's nice to know everything is spelled out and would be taken care of, the way we planned. We used to think that setting up these documents was only for the wealthy but with Lori in charge, the process was affordable and helped us understand how beneficial this is for our kids!

Lori has a passion for helping people, this is evident in the philanthropy work she promotes and participates in in her community. Lori was a joy to work with, she explained everything to me and was understanding and compassionate towards the delicate nature of her work. Would absolutely recommend Lori, she is awesome!

Very professional I will recommend her I know her for many years when I was living in Spring Hill Then I moved to Miami and I continue using her professional services and communicate with her by mail and phone

Lori walked us through the complicated process of estate planning in the event that something tragic happened to my wife and/or myself in way that made sense and was comforting knowing that our son would be protected. We had been discussing this planning but was constantly putting it off. She made the process simple, complete. I highly recommend Lori everyone.