About Us   >   Our 3 Step Process

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.

null

IDENTIFY RISK

We will help you identify every risk that is a real threat to you.
null

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.
null

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)

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

Find out if we’re a match

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

We Are Trusted.