The vision for our firm, Legacy Estate Planners, is to become the premier estate-planning firm in our area. The place to go for planning that works. Helping our clients build legacies of significance. Our strengths have always been developing relationships with our clients by serving them well and in unique ways. We have also clearly seen our weakness in reaching new clients as marketing has not been our focus. And for us to become experts in marketing, our strengths will be weakened and our vision blurred.
The team at Smart Marketing has provided the experience and staff to help us build a marketing strategy to move us in the direction we desire. They have been timely and hardworking in the goals we have set. They have pushed us in the direction we need to go and supported us along the way. Mark and his capable staff have always done what they said they would do.
Our office is no exception to businesses nationwide that we are struggling with the economy and market conditions. Much of what we do is elective to clients and suffers when clients feel poor. All marketing is difficult in such an environment. But marketing is what you do regardless of how you feel. Smart Marketing has bent over backwards to help us stay on track and press forward at a time when we need to press forward. They have been great to deal with and we would recommend them highly.
Denis Shelley
Legacy Estate Planners, P.L.
Phone 386-252-2531 Fax 386-258-7405
313 S. Palmetto Ave.
Dayton Beach, FL 32114
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