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Testimonials

Excellent Guidance

“The micro tweaks to my estate plan that we've made through the years have been just as impactful as the macro decisions made early on. Intention is just not enough. You need someone to help you drive the bus who knows how to get there and avoid the potholes along the way.”

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Glad To Have Met Her

“Lizette sees the entire playing field and gets clients to see the same field. She interprets client goals well, even though the clients may not voice them adequately, if at all. We feel that she uses her extensive knowledge and tailors it for clients to make their situation better. We are exceedingly glad to have met her.”
- The Harris Family