The Advisor Group

Nov 2022

I needed to set up a trust with my new husband to make things easier for our mix of adult + teenage children in the case that something were to happen to either of us. Lonnie and his staff have an efficient process to take a couple like us through the steps, patiently explaining (and re-explaining) all the legal implications. In the space of just a few weeks we had the trust set up. It's a huge relief to know everything is laid out clearly. I highly recommend working with The Advisor Group if you need to set up a trust.

Nov 2022

My wife and I had just married and needed to organize our finances and prepare for our future plans. That included building a trust for our combined families. Luckily, I had met Lonnie Epperson in church and had discussed various financial goals with him over the years. When I found out he was handling trusts, we immediately met with him and formed our trust. The whole process could not have been any easier for my wife and me, thanks for the knowledgable instructions and explanations from Lonnie and his team. I would HIGHLY recommend The Advisor Group for your family's plans.

Oct 2022

Lonnie has done an outstanding job for us! He is very knowledgeable and always explains all options thoroughly. If we ask his opinion, he will simply explain the pros and cons and we always make the decisions. He is very responsive if we call him with a question or request a meeting.We have recommended him to several friends and relatives.Charles Dailt