Trailhead Estate Planning, P

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We were referred by Brian Kouch at Edward Jones in Dayton. The young lady I spoke with was very nice and promptly sent the forms to complete. We plan on reviewing and completing soon. Thank you, Jeff & Beth Keylon

Very informative. Wanted to help us reach our goals and wishes. Explained everything so we could understand about estate planning.

Peter was very helpful and patient with my Mother and now I’m grateful to have him help me with my planning.

Peter has removed all the questions we had about wills, estate planning, and financial issues associated with protecting our life long accumulation of property and savings. We are in a very good place with those aging issues.

Very knowledgeable and personable. I plan on this being a long term relationship.

Wonderful, focused time and dealt with all questions.

We have been very happy over the past 3 years with the service provided by Trailhead. Peter is very knowledgeable, friendly and helpful answering all of or questions and concerns very promptly. If there is anything he is unsure of, he gets the right answer very quickly. The fees are very reasonable. We would highly recommend Trailhead and Peter!

Peter is thorough, competent and has instilled confidence in us that our estate plan will be executed smoothly when the time comes. Not only have we chosen to work with him personally, but I'll also be referring my clients to him as well.

Great first meeting with Peter. He impressed me as very knowledgeable as well as insightful regarding how to best accomplish my specific estate planning needs/goals!

You are doing a good job. Thank you.

I seldom give the highest rating, but tempted to here...very professional, complete, and understandable session. Thanks, look forward to completion of trust work.

First class service