Client
I have been a financial advisor for over 45 years. I have earned the CFP designation, along with multiple other designations. Over my career I have worked with many clients attorneys regarding their real estate or estate planning needs. I have been in involved with hundreds of meeting with attorneys over these years. For at least the last decade Jim Morrison has been the only attorney I work with regarding my real estate legal needs for the commercial buildings I own. As for estate planing, David Fenske is very good in the estate planning area of law as well. I think the fees they charge are fair for the high quality of work they perform. William A. Clark CFP, CLU, ChFC,CASL, RICP