When
Harry Steinman first showed up at our door,
we weren’t very open or receptive—we figured
it was some kind of sales pitch. But after
we talked for a while, we realized that
Harry had answers to a lot of the concerns
that we face. We want to be able to leave a
legacy to our children and grandchildren but
we weren’t sure how to make it work, as
there are some very important issues that
our children face.
Harry walked us
through some of the ways to make passing our
estate to our sons and grandchildren work
better than we had planned. And he showed
us a way to keep our retirement savings
safe—and working as hard as we did.
So, even though
we were suspicious at first, we are very
grateful for Harry Steinman’s help. It was
freely offered and freely given.