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Lacey L Shirley Estate Planning Logo

STRATEGIC LIFE AND LEGACY PLANNING FOR FAMILIES AND BUSINESSES

Our Next Event

STRATEGIC LIFE AND LEGACY PLANNING FOR FAMILIES AND BUSINESSES

Our Next Event

Join Us May 11th at 12 PM for Life & Legacy Planning

Brown Bag Lunch LLPS

Legacy Planning

Legacy Planning

We are all unique. Your childhood experiences, your job duties, and your family situation is entirely different from mine or your best friend. That’s why estate planning is an individualized process and one that cannot and should not be accomplished on your own.


We all care about the people in our lives, whether it’s our parents, friends, spouse, children. We all want to make things as easy as possible for them, when the inevitable happens.. Because, let’s be honest, our wealth is measured by the well-being of the people we love, not by how much money we have in our bank accounts.


Let me assist you and your loved ones with a plan that prepares for the worst so that you can focus on the best that life has to offer.

Strategic Business Advisement

Strategic Business Advisement

Your job, your business, and your livelihood are important. They provide support for your family and your clientele and you want to be sure that support lasts well beyond your lifetime.


You want to make an impact on this world. You want to do things the right way, without having to do it all. Most of all, you want a trusted advisor who understands YOU.


I’ve been there and I want to assist you in taking care of you, your business, and your family. Reach out today and we’ll create a plan specifically designed to help you leave the legacy of a lifetime.

Your job, your business, and your livelihood are important. They provide support for your family and your clientele and you want to be sure that support lasts well beyond your lifetime.


You want to make an impact on this world. You want to do things the right way, without having to do it all. Most of all, you want a trusted advisor who understands YOU.


I’ve been there and I want to assist you in taking care of you, your business, and your family. Reach out today and we’ll create a plan specifically designed to help you leave the legacy of a lifetime.

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