Through our concierge approach, we coordinate the efforts of each of your professional advisors, working closely with your attorney and CPA to ensure that your Asset Protection Planning is accomplished in a way that both suits your asset protection needs, as well as ease of administration. No drafted asset protection plan works as designed unless it is followed. This is why it is imperative that your advisors (Certified Financial Planner, Attorney, CPA, Property and Casualty Insurance Agent) all work together on your behalf. This is key for your benefit, it rarely happens without someone watching over everything. This is why our exclusive concierge approach is so important. You lead a busy life, and a busier career – you don't have time to triple check every detail.
