Jeff worked for 20 years as a Certified Financial Planner and Accountant before earning his law degree from Southwestern University School of Law. In 2010, he completed a course to become a Certified Tax Coach to further assist his clients in overcoming one of their greatest fears, the IRS, and increasing frustration of seeing their wealth whittled away by intrusive taxes. All of this experience and education has one goal to bring a dynamically proactive approach to clients' business, estate and financial strategy, enabling them to design plans for maximum growth, protection and savings.
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- Business Law
- Legacy Wealth Planning
Sentiment Analysis
He put together an estate plan for my family, as well as, ensuring my children will avoid child protective services incase of a sudden death of me and my husband.
He and his staff were (and continue to be) very accommodating and professional.
All of my questions were answered and my worries were put to rest; by having contacted the field law office.
Field take their time to thoroughly explain the living trust process and guide you through each step needed until completion.
He is very patient and pays close attention to his clients needs and create a plan that is specific to those matters.
I would recommend to anyone who would need an estate planning.
The thought of setting up a trust had been daunting for a number of years, but the team at Field Law made it comfortable and I didn't need to have all of the answers to every detail right away.
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