“Outside of the box” is our favorite place to think about how else we can help our clients and the wider community. Here are a few of our favorite value-added services we’ve come up with. Are there other innovative ways we can assist? Let us know … We’re open to your ideas too!
- Elite Advice – By being highly selective about taking on new clients, we can dedicate the time, attention and resources our existing clients deserve from us.
- Second Opinions (“Am I getting good advice?”) – Limiting our client relationships also frees us to offer informed, fresh and objective “financial second opinions” that can serve you well, wherever your financial future may lead.
- Heritage Planning – Financial planning prepares your wealth for you; estate planning prepares it for your family … But is your family ready for your wealth? Combining open communications and common values with clear process, we show families how to share wealth – and a wealth of values – across the generations.