Estate Planning & Preservation

About Us

dedicated to helping you achieve peace of mind

About Us

At Estate Planning and Preservation, we are committed to creating comprehensive estate plans for the members of our community because we care about you, the well-being of your loved ones, and your peace of mind. We will provide you with education and knowledge to fully understand your options to make the best retirement and estate planning decisions for you and your family. Our trusted team will assess your current situation and create a step-by-step process to help you secure your assets and achieve peace of mind for you and your family.

Meet Our Team

Dawn-Marie Joseph


Paul Joseph

Attorney, CPA, Investment Advisor Representative