At Alter and Rockey, Associates at law, we take the time to understand you, your family, your concerns, your values and your goals before we make any recommendations. Where other firms take a transactional approach, our method is relationship-based and client-centered. We work collaboratively with our clients’ financial advisors and other trusted advisors. Our practice focuses on delivering highly customized estate plans. Through counseling, we save taxes, reduce costs, protect families and provide highly personalized services. Our client’s expectations are regularly exceeded. Our mission is to help our clients plan for everything they own and everyone they love. Therefore, we serve primarily as counselors and advisors, helping our clients make the best possible decisions for themselves and their families.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your estate planning goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven future.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to estate planning and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.