Estate & Insurance Advisor
Email: Danette Pottle
Danette works with The Crouse Wealth Advisory Group as the Estate and Insurance Advisor. In this role, Danette provides clients with a plan to highlight opportunities, including the reduction of estate costs and taxes ensuring that the beneficiaries receive the maximum value of their estate.
Working with Danette, The Crouse Wealth Advisory Group provides a unique strategy for clients, with personal holding companies and professional corporations where we have found opportunities for significant tax savings.
Michelle would be happy to assist you in arranging a meeting with Danette.