11/02/2026
Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.
I help busy professionals coordinate their financial, tax, and estate planning. Who's helping you?
100 Bank Street, Suite 500
Burlington, VT
05401
| Monday | 9am - 6pm |
| Tuesday | 9am - 6pm |
| Wednesday | 9am - 6pm |
| Thursday | 9am - 6pm |
| Friday | 9am - 5pm |
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