Trusted Advisors

 

We work closely with the trusted advisors of many families.  These include CPAs, financial advisors, insurance advisors, attorneys, M & A advisors, strategic planners, and management consultants, amongst others.  These advisors have asked us to work with them and their clients to address the specific actions needed for a successful Estate Plan or Business Succession Plan.

 

If you would like to visit to discuss an Estate Plan or Business Succession Plan for a client of yours, please call me directly at 402-633-1489.