At Veliz & Associates, P.A., we are dedicated to serving families with integrity, expertise, and a deep commitment to understanding and fulfilling their unique estate and legacy planning needs. Our mission is to provide comprehensive, personalized service that exceeds expectations, ensuring that each client feels heard, valued, and empowered throughout the planning process. We want to assure that our clients are in control of their decisions during their lifetime, and that their wealth is protected once it passes to the next generation.
We prioritize listening attentively to our clients, understanding their goals, concerns, and aspirations for their wealth and legacy. We also give great importance to making sure our clients understand their unique estate and legacy plan. By cultivating strong relationships built on trust and respect, we tailor estate plans that not only protect assets but also preserve and enhance our clients’ legacies for future generations.
Our team of experienced professionals combines skillful technical knowledge with a compassionate approach, offering solutions that address financial and family dynamics. We strive to educate and empower our clients, guiding them through every step of the planning journey with clarity and transparency.
At Veliz & Associates, P.A., client service is not just a priority but a cornerstone of our practice. We aim to set the standard for excellence in estate and legacy planning, providing unparalleled expertise and unwavering support to help our clients achieve their long-term personal objectives. Through our dedication to exceptional service, deep understanding of our clients’ needs, and commitment to excellence, we aim to build enduring relationships that span generations, ensuring that our clients’ legacies endure as a testament to their values and aspirations.
We evaluate your case and determine how we might be able to help.
We will meet with you to discuss your next options and lay out a plan.
Our team guides you throughout the process so you feel confident about your choices.
(305) 250-9917