I am very happy with all the services that Cindy rendered. I couldn’t have asked for any better help than what she gave to me in setting up Medicare and Medicaid for my cousin, Ron. Cindy is very friendly & prompt with her help. I would highly recommend her to everyone. Thank you Cindy.

Bill G.

Cindy is above and beyond the rest. She made me feel at ease with her pleasant demeanor. I felt comfortable when discussing personal and unique circumstances from our initial telephone consult to our face to face meetings. Cindy provided me with sound legal advice in a broad range of her areas of expertise with precise explanations of Florida law. I was extremely satisfied that I was walking away with reliable information from a trustworthy and knowledgeable professional. Look forward to the opportunity to conduct business with her in the future!

Roxanna B.

Cindy has done a professional service with my time and trustworthy explanation of her programs. Any questions were responded clear and concise. Thanks for fast and efficient service.

Mickey M.

Cindy helped us with our estate planning and she was great!! She is extremely knowledgeable and super fun to work with!! Thanks Cindy!!

Kyle S. & Wendy Y

We contacted Cindy Clark at the suggestion of our financial advisor. And are we glad we did! We previously had a basic Will. The key word is “basic” because that all it was. After meeting with Cindy, we learned about the need and benefits of a trust. For example, we never thought about the importance of a Pet Trust for the care of our three rescue dogs should we predecease them. We also had not thought about the importance of “Special Needs Planning” for one of our beneficiaries. Cindy took her time getting input from us on what we wanted and explaining the best way to construct our revocable trusts. She did an excellent job for us.

Ron & Joy W.

You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

Contact us today. We can help.