Reviews

Working with Lisa will set your mind at ease. With Iron Clad plans and Secure Guidance. As the beneficiary of my grandmother's trust there was a great deal of unknowns before her passing. -We had discussed it briefly, but rarely. (It was an elephant in the room situation) She was never worried, because she had been working with Lisa for decades. She knew things would follow through and and carry on. Meeting Lisa was a breath of fresh air. With her expert knowledge and steadfast approach she took any doubt or worry out of the equation. A plan had been made, and executed flawlessly. To say I was impressed would be an understatement. Even in a time of sorrow she was a Beacon of Light. Not only does she take care of business, but goes above and beyond. With Lisa's help we transitioned benefits of the trust to purchase my family's first home. She procured the entire process, drafting purchase contracts, titling, and conducted the closing, saved the seller and myself thousands. Hats off to Lisa, I appreciate all that Lisa has done and continues to do. Thankful to know she is there. Would recommend to anyone. 10/10