For advisors working in the business and estate planning markets we offer custom presentations based on your client’s individual goals and circumstances.  Typical planning issues that we address include asset protection for multiple generations, estate tax reduction, estate equalization, business succession, and management succession.

Our design process is intended provide our advisors customized presentation material in an extremely efficient and responsive manner.  No two advisors or clients are alike and the material that is used should be tailored accordingly.  An overview of our process is as follows:

1. We review a cover letter from the advisor explaining the details of the case and what the desired outcome should be;

2. A design meeting is held where we debrief the case and determine what planning aspects the advisor would like to stress, i.e. investments, documents, forward planning, insurance, executive benefits, etc.  In addition, we discuss how best to present the material to the client and what format might be most effective;

3. As a result of the direction provided during the initial design meeting, a draft of the material is prepared including whatever illustrations, spreadsheets, etc. are necessary.  This draft is then reviewed with the advisor and design team; and

4. During this next design meeting typically the remaining edits are made and the material is honed to suit both the advisor and client.  Once all parties have reviewed a final draft the presentation material is prepared for the client meeting.

Our design process is designed to allow our advisors to focus on what they do best-- work with their clients.  There is no doubt that this is a relationship business and that developing and maintaining a solid relationship takes time.  We try to assure that you spend productive time with your clients and provide them with timely, relevant information pertinent to their objectives.