American Atlantic

My wife and I had a trust drawn up in California. When we got to Ohio I needed to update my estate plans. We discovered that the company had not worked with us to fund my trust and left holes that needed attention. [redacted] and his company walked us through all the variables omitted by the previous company. When my wife passed he was right there to assist me. He helped me deal with both the trust, and the investing of her insurance to clean up her open accounts and leave a legacy for her children. He also assisted me in patching up some holes in my needed insurance holes. I feel that I am now able to have a peace of mind that comes with the knowledge that my estate and the children are both in good hands.

My experiences with [redacted] have been very helpful to me and my family. It all started with my parents deciding to create a trust and plan for the future of their children. My father was a hard one to convince regarding finances that this would be a good decision but with the help of [redacted] recommending an attorney that created an estate plan which included a revocable trust this was able to be done. Since that time my father has passed away and my mother has been very satisfied with the results of [redacted] assistance to have a comfortable lifestyle with her finances. I have decided to do the same thing myself and prepare for the future that my family will be taken care after the unfortunate passing of myself and my husband. We have also met with [redacted] and he is creating a suitable trust that accommodates our type of lifestyle and we have been very satisfied with his decisions for my husband, children, and myself. I would recommend his services to all my friends and colleagues. P.S Two of my brothers have also used [redacted] to create a trust for themselves also.

[redacted] came to my home and did a complete review of my estate. I was impressed by his depth of knowledge and patience with educating me on many levels of finance. He really helped me protect my assets, my family and my future.

I so much appreciate the personal attention of him and his legal team in setting up my living trust, life insurance, adding health supplements like critical care and disability, and investing for my retirement in a way that feels safe and productive. [redacted] also introduced me to a CPA that was very helpful with setting up my new business and taxes. Wow! So wonderful to get all this from 1 source. Thank you again [redacted] for your personal attention, and expertise. You have a great team! Sincerely, [redacted]

In approximately 2007, [redacted] was recommended to me by friends to advise me about my financial situation. His advice was beneficial regarding annuities and life insurance. Since that time I have contacted him at times and he has been helpful.

[redacted] has been extreamly helpful and supportive getting me through the "succussor trustee" process. At a time of much anxiety [redacted] was always competently on task and focused and ready with the appropriate path to take. His wealth of knowledge on the death settlement process is impressive. His assistance was and is greatly appreciated,

Yes, I would highly recogmend him to all in need of this type of service.