Tom A.

We’ve been with Blue Trust about five years. We got to know our advisor through my practice. Of course, with my age, I was winding down to the end of my career and there’s a lot of parts that had to fit together. The advisor that I had with Blue Trust was great. He just organized things. He started talking about the ways that we could deal with real estate, trusts, and how we’re going to distribute things with the kids, and he just walked us through those things. I spent the last five years doing that. We had a lot of pieces to put together, to take apart, actually more than put together, take apart and then put back together the right way.

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