Lee gave a talk about VA benefits in his Parc Alpharetta building at the request of a client. After the talk, that client introduced him to Ben C. — a widower who had recently relocated to the Atlanta area from New York to be near his adult children. Ben had heard how Lee had once personally arranged, retrieved, and deposited a large check for a client who was out of town and needed it urgently. He was drawn in by what he called Lee's "old fashioned personal commitment and integrity."
Ben called Lee at 678-576-4838. After a single visit to his home, the full picture came into focus — and it was alarming. Ben had no will. His trust had been established incorrectly and would have caused serious problems for his children if anything had happened to him. His assets were inefficiently invested, and his previous advisors had all but ignored him.
"It would have been a nightmare for his children. He had no idea how exposed he was. That first visit changed everything."
— Lee HollingsworthLee moved quickly. He negotiated a 30% discount with a trusted local estate attorney for Powers of Attorney and a new Georgia will — then personally chauffeured Ben to the attorney's office to make sure it happened. Ben's assets were realigned to provide far greater benefit. And then, upon discovering that Ben was a veteran, Lee identified a VA pension Ben had never known he was entitled to — setting in motion the process to bring in over $1,500 per month, tax-free.
Ben signed up as a client that day. He and his children now have someone local to advocate for them in any important matter. They are secure.