Taking the first step towards your legacy plan is easy. We’ll speak with you on a brief, no-obligations phone call to discuss what your needs are and whether or not we believe our services meet those needs. We’ll go over some basic information regarding your finances and desires for your legacy, while keeping the call short, sweet, and pressure free.

If we believe we could be a good fit for you—and you agree—we’ll schedule our first face-to-face meeting. We can provide these meetings over video call or, for clients located near one of our two office locations, face to face. We’ll go over your finances in more detail, with the goal of gaining a comprehensive picture of your financial situation. By understanding the bigger picture, we can provide a more customized recommendation regarding your life insurance and legacy plan.

Using the information you’ve provided, we’ll begin compiling our insurance recommendations for you. These recommendations will be tailored to your individual needs, with the goal of helping you minimize estate taxes and maximize what you can leave to those you care about. This might include planning for charitable contributions after your death, selecting permanent life insurance plans for your loved ones, or finding the right lender for life insurance premium financing.

After we’ve formulated our recommendations, we’ll present them to you for your approval, then begin to implement your legacy plan. We’ll guide you through setting up your life insurance policies, establishing trusts, and any other steps necessary to protect your legacy and preserve your estate for your heirs.