Reliable Professional Advisors

Our Focused Approach

The Limbaugh Law Firm focuses our efforts on Estate Planning, Probate, Special Needs Law, Elder Law, and Tax Planning. We could do more, but that would take away time from doing what we do best.

When our clients have a question or need outside of our area of expertise, we reach out to people we trust. Over the past 20 years, The Limbaugh Law Firm has cultivated positive relationships within the community. We take a team approach to collaboration on issues that are important to our clients and their goals.

Assets in the Community

Estate Planning is a complex matter that impacts many aspects of your life. To ensure that we are planning completely, we team up with professionals that we trust.

The The Limbaugh Law Firm understands that trust in financial matters is paramount to satisfaction with the plan. We collaborate with advisors who also believe that education, planning, and support are key to meeting individual client needs.

Advisors We Trust

• David Morrison, LPL Financial Advisor: David Morrison brings nearly 30 years of experience as a financial advisor to his clients. He uses Values Based Financial Planning to align your financial choices with our most important goals and deeply held values. We love that he helps his clients put their entire financial house in order and works toward keeping it that way, forever.

• Craig Lathram, Lathram Financial Group LLC: A fiduciary advisory firm with a straightforward and transparent approach to helping clients reach their goals.

• Jerry Krysl, Padgett Business Services: Specializes in helping small businesses with their accounting and tax needs.

• Sonia Shakeshaft, RE/MAX Professionals Realtor: Sonia Shakeshaft has all the accolades that prove she is a consistent professional in her business, but that is not why we trust her. We go to Sonia for any real estate questions because we know she will treat our clients the way we do, as a personal friend. Her proven success stems from her strong beliefs in communication, strategy, negotiation, and attention to detail.

• Jesse Aschenberg, Aschenberg Law Group: Jesse Aschenberg has a novel approach in dealing with the complex issues of divorce and family mediation. He is kind and empathetic towards his clients and likes to deal with their problems as his own. He is dedicated to his clients’ welfare and strives to get the best he can for them.

• David Bartfeld, Financial Advisor for Edward Jones: David Bartfeld focuses his experience and expertise on helping families and business owners achieve their financial goals. As an Edward Jones Financial Advisor he uses established processes to build personal strategies to help clients achieve their financial goals.

Financial Advisors

Insurance

Accountants