Before meeting Jean, what were your concerns? What did it feel like?

My wife and I started to think about proper estate planning to take care of financial matters for our growing young kids in case of unforeseen circumstances. We started to wonder how and where to start, what insights, possible avenues and approaches are there to make a comprehensive and well-thought estate plan.

How did you get to know Jean? Why did you decide to engage in their services?

We are glad to know Jean from church. We just know that she is someone with integrity whom we can trust for our estate planning matters.

How have Jean helped you with your concerns? How do you feel now after taking this Journey?

Jean was very patient and had taken extra effort to thoroughly review our portfolio and understand our future plans. She was able to provide us with the knowledge and understanding of estate planning matters and we were able to conclude our plan. We also saw that her agency, High Life Advisory is a professional team with a good culture and resources to take care of such matters.