What comes to mind when you think for a moment about attorneys, financial planners and insurance agents?
Would you describe them as smart or well educated?
What about detail oriented?
How about warm, compassionate and caring?
That last one seems rather unlikely, which brings up a very important point.
While plenty of attorneys, financial planners, and insurance agents practice estate and retirement planning, very few of them make it as comfortable, positive and thorough a process as I do.