Cost

For individuals working on their future.

For Professionals who want to differentiate themselves by giving this "Value Added" service free of charge to Clients.  Great For marketing to Prospects too.  

What service are your competitors providing that comes close to what you are offering?

For extended families where the Patriarch or Matriarch wishes to help loved ones by giving them free access to solve important issues. Yes...one person pays....and the entire family gets to use it.

Everyone wants a retainer for thousands of dollars.  Especially when the issues facing you are immediate and significant.

Why not pay a small monthly fee, stay on top of your evolving life and try to avoid unnecessary problems?  Unlimited access for discussions, problem solving, and planning.  Monthly subscriptions are based solely on your ability to pay, and the complexities of your life .

Is your bank giving your problems?  Can't get access to your funds?  By far this issue is one that is becoming the most prevalent problem people face today.  It's not going to be easy but we can fix it.

If you are an heir of a deceased loved one you will need immediate legal advice to help you protect what is due to you.  Especially if you are not the one in charge of that estate.  Siblings and extended relatives often take matters into their own hands when they are in charge.  Build a plan to hold them accountable to you.  Let us help.

No matter what the problem is, we've seen it all in nearly three decades of experience. 

Whether it's dealing with uncooperative banks, navigating complicated real estate transactions, or handling difficult situations with others in your life, we've seen it all over the past three decades. 

No matter the challenge, we're here to help. Call us today and let us guide you through it.

No one enjoys the need to hire an attorney, especially when it comes to issues like divorce, contracts, real estate matters, or any form of litigation. It can feel like stepping into a dark forest without a flashlight. 

If you’re dealing with a family member in charge of an estate or trying to navigate the aftermath of a loved one’s passing with no clear direction, we understand how overwhelming it can be.  

Whether it’s premarital concerns, marital disputes over assets, divorce, contracts, or any other specialized issue, you need an expert who understands the nuances of the situation. 

You need a guide who knows the right questions to ask and can interpret what’s being communicated on your behalf. We help you find the right professional for your needs before you engage with them. Let us be your trusted resource—here to support you every step of the way.

 "Holistic" suggests a comprehensive, 360-degree approach to analysis. 

In the context of Wealth Management or Financial Planning, it means that the advisor is not only knowledgeable but also highly skilled across all areas that impact a particular decision.  

What is Tax Planning? The most important word  here is “Planning” which means it has to be done ahead of time. 

This  means you plan prior to selling and prior to buying stocks or real  estate. All of our Clients receive this important expertise as part of  our engagement. Let us help. 

Where do you go to find definitive information that informs the  important decisions you have to make? 

There is no online encyclopedia  that you can rely on for your specific life objectives. Get an immediate answer to an immediate question with our subscription plan.