OUR STRUCTRURED 8-STEP APPROACH TO STRATEGIC WEALTH MANAGEMENT AND LEGACY TRANSFORMATION
Our team, along with your accountant and lawyer, will ensure all necessary steps are completed to execute our Strategy.
If insurance contracts are involved, they will need to be negotiated and finalized and you will need to undergo medical examination.
We may need to transfer assets or make investment purchases.
We will need to meet to sign various documents and review the plan as it progresses through the implementation stage.
We are always managing the process so you do not have to. When you have questions our team is only a phone call away.
Get in touch to discuss the creation of your legacy
We’ve found that the most effective introduction is from someone who knows you and knows us.
We place a much higher priority on working with companies and business owners referred/ endorsed by people we know and trust.
This helps ensure that we are a good fit to you and your team in creating and delivering value.