Our Services
What we do:- LOOK AT RISK MANAGEMENT - business continuation, liability protection
- Provide you with information to make decisions
- Refer and help you deal with professionals in other areas- accounting and law
What we don't do:
- We are not your accountant- (do not prepare your tax returns or financials)
- Will not charge you if we cannot do anything for you
What our Service Consists of:
- Compilation of estate survey- lists net worth, estimated tax liability on estate, summary of other financial assets
- Slide presentation of issues identified
- Availability to discuss any issues identified with lawyer, accountant, or banker
- Provided (if applicable) with formal letter reviewing objectives, issues, alternatives, and recommendations
- Available at all times to assist in researching issues relating to estate, tax, and insurance planning
- Analysis of succession plans and risk management strategies
- On-going (monthly, semi-annual, or annual) updates
- Assistance in interpreting any other financial information that pertains to your portfolio