You Have Skills - Use Them
Differentiated Advice - Financial Planning
we have skills that distinguish us from the rest; we answer the phone.
we call you back quickly. we are responsible and dependable.
we know what we are doing. we are creative professionals.
Probate.Trust Administration. Banking problems. Estate Taxes. Partnerships. LLC and Liability. Capital Gains Tax. Inheritance. Company 401K. Pensions. Insurance Companies. Title and Escrow. sale of real property. Special Needs. Spendthrift Heirs. Divorce. Marital Agreements. Ageing Parents. Long Term Care. Investment accounts. Living Trusts. Trustee Issues. Spousal Benefits. Significant Others. Contracts. More.
Helping You Navigate life’s changes
Do you have a reliable, dependable, affordable, and knowledgeable go to person? I'm your Guy!
In-depth knowledge of the Wealth Management landscape with over 27 years of experience, Bill is a licensed Estate Attorney and Real Estate Broker
Life is a journey which starts at home - then we enter the real world Rounding the bases
Analysis 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.