Alee Gossen

Edmond, OK

Summary

My passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing creative, customized, and yet cost effective plans. As part of my goal-oriented estate planning process, I first seek to understand your goals and needs. My advice focuses on how your estate planning documents advance your goals. I use plain English and easy-to-understand visual aids, so you know what you need to do in order to ensure that your plan works the way you intend. My personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.

In addition to creating estate plans, I work in the probate arena and assists families in implementing plans when loved ones pass away, and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs. I treat my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals.

In order to stay in-tune with the latest trends and developments in Estate Planning, I became an active member of WealthCounsel, a national community of top estate planning professionals committed to the highest standard of practice excellence. This collaborative organization, along with attending seminars taught by nationally recognized thought leaders, keeps me on the leading edge of the newest estate planning ideas and approaches.

I believe that effective estate planning is critical to the financial, physical, and emotional well-being of my clients, and I am grateful for the opportunity to be involved in the process.

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