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Client Results

Lessons Learned

Working with clients has taught us many lessons that we have applied to the way we do business:

1. Our clients are math-oriented.

2. When we provide clients with the right tools, they often become the most innovative member of the estate planning team because they best understand the special characteristics of their assets.

3. Our clients are most concerned about:
  • Future cash flow
  • Financial security
  • Control of assets
Taking all of this into consideration, we use a math model to illustrate current planning compared to a prospective plan. Our math model is second to none, and is made more effective because of the amount of time and effort we put into reviewing your financial information and legal documents.

*technique advantages apply at all asset levels