LifeFocus Planning

"LifeFocus Planning has a well documented and deliverate process for tracking and accounting for your wealth for establishing (in our case) a Living Trust. Matt was extremely helpful and spent some time to get to know us and our needs for estate planning. Very knowledgeable and a pleasure to work with. I feel fully supported for any future needs as well."

"I had a great experience working with Matt and Andrea. They made the procedure of understanding my job as executor of my sister's estate less stressful. They were aware of all the recent laws and regulations, and, with clear direction, we made it through. After we were finished with that process my husband and I worked with Matt on updating our estate planning. Again, that work ran extremely smoothly. We highly recommend working with LifeFocus to all."

"Matt was introduced to me by a family friend that is an attorney. I am so grateful for that introduction. Matt and his team are my only call for any legal work necessary in our lives. If you need any legal work for you family or business, you will not be disappointed if you make this call."

"Working with Matt Ferri has put our minds at ease with all of our financial affairs. His experience, knowledge and expertise along with his thoroughness gave us confidence that our family's future will be secured. His office is always professional and available. We highly recommend Matt Ferri and his team!"

"We knew it was time to get moving on estate planning for the sake of our three sons with families of their own. We're happy that we were introduced to Matt Ferri. Everyone at LifeFocus Planning has been a pleasure to work with. Matt is down to earth and made it easy to get from where we were, to where we are now. It was a great relief to have had his help in setting things in motion and now we have an "end of life" plan in place that we know is correct and thorough - nothing left to chance. We highly recommend Matt to anyone looking for a fair and honest person to accomplish this really important step in life. This experience has satisfied our desire to feel secure about when the time comes for the plan to unfold. Our sons now enjoy that feeling as well. James and Ellen P"