Testimonials

Our family had a major unforeseen event happen this past year. We never expected to feel lost and helpless. I flew in from Hawaii to North Carolina to help my family get back on track. I found Julie in Kernersville and she instantly answered all of our questions. Julie handled our estate administration and knew exactly what to do to protect our families assets. She was able to guide us through the entire process of dealing with Medicare, Medicaid and Nursing Care. She understood exactly what to do with the home, car, cash, multiple types of investments, bank accounts, medical bills, etc.. Our greatest stress initially was the unknown of what will happen to our life’s savings. Julie relieved both my mother and father’s financial worries so they could focus on other issues. Julie saved my parents from financial ruin. I am thankful we found her early on, which prevented us from making any serious financial mistakes.

William Sawyer, Honolulu HI

112 Harmon Ln Ste B
PO Box 904 (27285-904)
Kernersville, NC 27284
Phone: 336-904-2909
Fax: 336-355-7607

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