Based on 6 reviews
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Dahlia sat down with us and explicitly explained the process of estate planning. She addressed all of our worries and questions in a patient and a professional manner. Our family has developed a sense of peace and calmness knowing our assets, healthcare choices, and personal valuables are protected due to Dahlia's advice and guidance.
You are a pleasant person to work with and that makes the job easier to handle. You showed patience and that is a good trait. You recommended a financial planner and he is wonderful. I can see that you and he have been the right choice and when I compare the ordeal that my family has been going through, I feel sorry for them that they don't have our team working for them. Thank you sincerely for your assistance.
Our experience was wonderful! Dahlia explained everything so thoroughly and answered all of our questions and even brought up questions and solutions we would never have thought of ourselves!
Ms. Robinson was very compassionate and understanding considering the recent passing of my wife. This could have been a much more difficult experience and it was not.
It was a great experience. I have a ton of confidence that my children will be taken care of after my death and I will have nothing to worry about. I would recommend Dahlia Robinson to a friend.
Dahlia treated us like family throughout the process of creating our estate and legacy plan. She and her staff were always available to answer any question we had and they even gave us questions to think about. We were especially impressed with her attention to detail and how inclusive her 5 step Wealth and Legacy Preservation process was.
She made us feel very educated throughout the process and made it so easy to work together.
We would definitely recommend Dahlia to any and all of our friends as we had such a great experience working with her and her staff!