Schedule an Appointment ​

Simple Planning

​If the client answers "No" to our Questionnaire

Select one of the following

Live Video Consultation

Schedule an Appointment

ON DEMAND LIVE APPOINTMENT HOURS: 
8AM- 4PM Pacific Standard Time
​Monday - Friday 

---

Advanced Planning

If client requires more advanced planning such as:

• Tax Planning
• High Net Worth ($3M+)
• Business Owner
• Legacy/Charitable Planning​

• Special Needs
• Asset Protection
• Non-US Citizen/Non-Permanent Resident
• International Assets

IT IS STRONGLY RECOMMENDED THAT THE FINANCIAL ADVISOR/PROFESSIONAL MEET WITH THE LSPN CONCIERGE PRIOR TO MAKING THE CLIENT APPOINTMENT

ADVANCED PLANNING APPOINTMENT