
I have a diverse background in law, accounting, banking, financial planning, investments and trust administration that enables me to serve my clients in a unique way. I utilize my multi-disciplinary experience to create customized plans that meet my clients needs and goals, while maximiing tax savings and minimizing long terms costs.
I advise clients on a wide variety of tax, estate planning, retirement and philanthropic issues and I provide family office, trust and estate administration services.
I like working directly with clients to help them achieve their goals and objectives.
Read more about this pro
I can't imagine having a more perfect experience. Helpful, competent, efficient, and expert beyond my wildest hope. I would use this firm and lawyer again in a heartbeat and recommend her to all I know.
very good
Pleasant ,professional,and thorough
Competent, personable, thorough, complete, knowledgeable, reasonable in cost, and beyond my wildest expectations for professional and personalized service. This firm does everything it should and more. I will use Dawn Dale again in a heartbeat and recommend her to all.