Incorporated in 1999, Paul Penland and Richard Brooks bring to this organization over 58 years of combined experience in estate and financial planning as Certified Estate Planners and registered Financial Consultants. They are members of the National Institute of Certified Estate Planners and the International Association of Registered Financial Consultants. With over 1200 clients in the Central Virginia area, they are dedicated to providing fail-proof solutions for estate preservation and asset protection.
Mr. Penland and Mr. Brooks hold monthly planning seminars throughout Central Va. and can be heard weekly on WRVA discussing personal financial strategies.