Our Unique 3 Step Process Works

We want your plan to work and we know most don’t.
We have developed a unique, three-step process we use with every client.

Years of experience as estate planners has taught us the unfortunate truth that most estate plans do not work as the client intended.  We want your plan to work and accomplish your intended goals. We have developed a unique, three-step process that will make certain your plan will work the way you want it to work.  The three steps can be briefly summarized as follows:

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IDENTIFY RISK

We will help you identify every risk that is a real threat to you.
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FIND THE RIGHT SOLUTIONS

We will match your risks to the more than 50 planning tools that are available and create a solution that provides the total protection you want.
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SYSTEMATIC REVIEW

We will review your plan annually using our checklist-driven process that takes into account the things that change:

  • The law
  • Your family
  • Your business
  • Assets or asset values
  • Your planning objectives
  • New ideas we learn (yes, we invest real time and money every year to stay on top of new developments)

WANT TO LEARN MORE ABOUT OUR 3 STEP PROCESS?

The Roadmap will guide you to complete protection and peace of mind uing our simple 3 step process.

Plans that are not systematically reviewed usually fail, and that failure can be costly and damaging to family relationships.

We Are Trusted.

Want to Learn More About our 3 Step Process?

The Roadmap will guide you to complete protection and peace of mind in a simple 3 step process.

Numbers Don’t Lie

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Years of Combined Experience
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In Billions, the Dollar Value of Wealth We Have Protected
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The Number of Clients We've Served
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The Percentage of Clients Who Say They Will Refer Their Friends To Us

Find out if we’re a match

Schedule a meeting to learn about the many ways we can help you.