your First Engagement is Free of charge
First we seek to show you how effective we are at defining the legal, financial, tax, or estate problem.
At no cost to you we first give you clarity and progress in solving whatever you are struggling with today.
First we seek to show you how effective we are at defining the legal, financial, tax, or estate problem.
It takes experience to know the right questions to ask, to determine the targeted solution you are seeking.
Next we work with you to define the best course of action. No wasting time.
At no cost to you we first give you clarity and progress in solving whatever you are struggling with today.
First we seek to show you how effective we are at defining the legal, financial, tax, or estate problem.
We provide you all the possible courses of action...or inaction...as well as consequences.
At no cost to you we first give you clarity and progress in solving whatever you are struggling with today.
At no cost to you we first give you clarity and progress in solving whatever you are struggling with today.
At no cost to you we first give you clarity and progress in solving whatever you are struggling with today.
No commitments.
No sales pitch.
No marketing emails.
Helping You Navigate life’s changes
Do you have a reliable, dependable, affordable, and knowledgeable go to person to help you solve problems? I'm your Guy!
In-depth problem solving.
30 years of experience & knowledge of the Wealth Management landscape which includes legal, tax, and financial issues.
Bill is a licensed Estate Attorney, Real Estate Broker, Tax & Financial Consultant
Life is a journey full of problems that require solutions. Life begins at home - then we enter the real world, then round the bases of life until we reach home again.
Analysis and problem solving based on a synthesis of investments, real estate holdings, tax considerations, and the people in your life. Building for today and tomorrow a holistic plan coordinated for maximum benefit to
You and Yours
Biggest Problem Areas
#1 - You Can't Reach Anyone
#3 - Family - Death Disability
#1 - You Can't Reach Anyone
NO CUSTOMER SERVICE!
Even when someone answers the call they don't know anything. How much chatting do you have to do and what types of answers do you get in the chat? You get a Hyperlink!
#2 - Companies / Banks
#3 - Family - Death Disability
#1 - You Can't Reach Anyone
DATA DATA DATA...SECURITY....PRIVACY
Does anyone at the other end of the phone ever say...Thank you...How can I help you?
Clearly companies only want data entry people answering phones.
#3 - Family - Death Disability
#3 - Family - Death Disability
#3 - Family - Death Disability
Ageing population, death, incapacity, and untimely events in all of our lives. Where do you start? Who do you call?
Especially when you try to scale the gauntlets of Problem #1 and #2.
#4 - HR Department / Benefits
#4 - HR Department / Benefits
#3 - Family - Death Disability
The people in your HR department are good people. Yet they are always under pressure. You are just one of thousands of employees, and they are under staffed. Call us. We can help.
#5 - Legal and Taxation
#4 - HR Department / Benefits
#5 - Legal and Taxation
The first thing an attorney wants from you is a large $$$$ retainer. You are stuck..do I or don't I. We never put you in such a dilemma. We promise.
We want to help you. Call us for a free consult.
#6 - What To Do
#4 - HR Department / Benefits
#5 - Legal and Taxation
To get better answers you must ask better questions.
We know what to ask in order to get to the heart of any problem.
You Have Skills - Use Them - Solving Problems
Problem Solving - Financial Consulting - Solutions
We have skills that distinguish us from the rest;
First, we answer the phone and we call you back quickly if you leave a message.
We are responsible and dependable. We know what we are doing. We are creative professionals. Ask yourself right now, do you know how to solve the current problem, or are you just trying to figure it out?
We know the problem and the solution.
No matter the issue, Ageing Parents, Probate.Trust Administration. The Bank is giving you a hard time and you can't reach anyone to help.
Inheritance questions and concerns. Company 401K. Pensions. Insurance Companies. Title and Escrow. sale of real property. Special Needs. Spendthrift Heirs. Divorce. Marital Agreements. Long Term Care. Investment accounts. Living Trusts. Trustee Issues. Spousal Benefits. Significant Others. Contracts.
Estate Taxes. Partnerships. LLC and Liability. Capital Gains Tax and much much more.