HOW WE HELP YOU
CAREFULLY LISTENING TO YOUR CONCERNS
We start by getting to know you, reviewing your situation, listening to your concerns and understanding your goals. Once we have a complete understanding of your situation, we can begin to address your questions and concerns, explain the applicable laws and explore the planning options that are available to you.
DEVELOPING SOUND STRATEGIES TO MEET YOUR NEEDS
We strongly believe that the best decisions are informed decisions. Therefore, we take the time to advise you of the various planning options that are available to you as well as the advantages and/or disadvantages associated with pursuing each of the options. Based upon your personal preferences and level of comfort, we help you narrow down the options to a specific plan of action suited to your particular needs and goals.
IMPLEMENTING A PLAN BASED UPON YOUR WISHES
Once your personalized plan is formulated, we continue working with you to ensure that the plan is properly carried out and all your objectives are achieved. It is this dedicated, step-by-step approach that enables us to bring greater peace of mind to you, your family and your loved ones.
UPDATING YOUR PLAN THROUGHOUT YOUR LIFETIME
After your plan is in place, it is important to have it thoroughly reviewed every few years. Over time, various life events take place (e.g., marriages, births, divorces, re-marriages, illnesses, deaths, etc.), and changing laws could negatively impact an existing plan. Therefore, it is crucial that your plan is regularly reviewed to make sure it stays up-to-date with the changing times and will continue to be effective in carrying out your planning goals.