Your Family Wealth Planning Session
Your personal Family Wealth Planning Session is designed to help you understand exactly what would happen to your loved ones under your current estate plan if anything were to happen to you. By knowing exactly what would happen to your family without further planning, you will be empowered to make the right decisions for them and create a plan that will fully meet all of their needs.
LIFT Your Business Audit Session
The LIFT (Legal, Insurance, Financial, and Tax) Foundation Audit is designed to help us understand where your business is now, where it is going in the future and what the gaps are that could keep you from getting there. Because the needs of our business clients are highly sensitive and specialized, we only work with a select number of businesses at any given time.