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We Believe In

Providing Great Planning

Not every client needs sophisticated planning- but every client should be educated on their needs and options, and be empowered to make an informed decision based on their planning needs. That's why we have attorneys with a variety of backgrounds and specialties- to provide customized planning in a supervised environment that makes it easy for clients to get DIY solutions, with access to legal counsel when needed.

Empowering Professionals

​​The financial industry has thousands of professionals willing to introduce clients to competent legal counsel, but has become disillusioned with how those referrals usually turn out. By reinforcing an advisor's relationship with their clients, presenting a better value proposition, and working within the compliance framework they work in, we can leverage the networks of large financial institutions to service client legal needs on a massive scale.

Making Planning Accessible

​Unfortunately, most families see proper planning as too costly, too time consuming, or too confusing for them to implement- including tax planning and estate planning. As a result, most never address their most vital planning needs. By offering a spectrum of planning options, standardized pricing schemes, and technology driven solutions, we make planning accessible to everyone.