Our client’s needs may require extensive planning where we may recommend an attorney or an investment adviser to join us. Or our client’s needs may only require a minimum amount of strategies. In either case our objective is to educate our clients as to the level of planning needed and to take full advantage of the tax code to meet each client’s situation.
We recommend reviewing our client’s plans and projections at least yearly and more often if necessary. The benefits may be saving time, saving money and almost always peace of mind. A good plan will always benefit our client.