Professional Testimonials

We are honored that many professionals refer their clients to us.  We appreciate the referrals from trusted advisors of all sorts, to include:  financial planners and advisors, insurance agents, CPAs and accountants, Realtors, doctors, and even other attorneys.

Here’s what some have to say:

“The value that Matt brings to clients is his knowledge & application of that knowledge.  He continues to learn and build upon his already diverse educational background.  He has a unique ability to teach while not speaking over my head.” ~ Darryl Lyons, PAX Financial Group, LLC

“Before I met you professionally, I did not truly appreciate how important proper estate planning was to a family.  That was until you took me through your process and helped me to create my own personal estate program.  I cannot thank you and your firm enough for all of the time and education you have provided me.  I can think of no greater praise than to confidently refer my clients to you and ask your firm to handle their estate planning needs.” ~Oran James Tsakopulos III, Miller & Tsakopulos Financial Partners

“As a Financial Advisor, I sometimes find that my clients may not have adequately addressed their family’s long term financial asset transfer plans. We often spend many years focusing on investment strategies to grow and protect their assets, so I’m very pleased when they call to thank me for referring them to Matt Spahn for help with effective and easy to understand estate planning.”    ~J. Thomas Leopold, Raymond James|Morgan Keegan