Dan worked with us in our cottage succession planning this past season.We assumed this was going to be a daunting and difficult task but Dan make the process clear and understandable right from the beginning.He was thorough, patient and willing to listen to our situation and desires and to personalize the plan to meet our specific goals.Dan guided us with intentional and timely schedules and was always responsive to communication and questions we may have had.We would highly recommend his services to any family who are hoping to safely ensure their family cottage for future generations.
March 2021
I have known Dan for a number of years, both personally and professionally. Over the years, I have had numerous occasions to interact with him and he has always worked hard to put my interests first. His knowledge and work ethic is of the highest, and I have always been comfortable with his solutions to various problems and situations. Going forward, I will continue to rely on Dan to help with problem solving and sound recommendations.
March 2021
Dan assisted my family with our cottage planning needs. We were experiencing many issues with developing a plan that protected our cottage in the future for our children. Dan was easy to work with and took very complicated issues and made them easy to understand. I highly recommend Dan to any family in need of cottage planning services.
Dan worked with us in our cottage succession planning this past season.We assumed this was going to be a daunting and difficult task but Dan make the process clear and understandable right from the beginning.He was thorough, patient and willing to listen to our situation and desires and to personalize the plan to meet our specific goals.Dan guided us with intentional and timely schedules and was always responsive to communication and questions we may have had.We would highly recommend his services to any family who are hoping to safely ensure their family cottage for future generations.
I have known Dan for a number of years, both personally and professionally. Over the years, I have had numerous occasions to interact with him and he has always worked hard to put my interests first. His knowledge and work ethic is of the highest, and I have always been comfortable with his solutions to various problems and situations. Going forward, I will continue to rely on Dan to help with problem solving and sound recommendations.
Dan assisted my family with our cottage planning needs. We were experiencing many issues with developing a plan that protected our cottage in the future for our children. Dan was easy to work with and took very complicated issues and made them easy to understand. I highly recommend Dan to any family in need of cottage planning services.