At Estate Strategies, we provide a carefully designed process with a lifetime of experience to create an environment conducive for identifying and attending to clients’ goals.
We take great care with every element of service to provide comfort, confidentiality, and an environment that dignifies a family’s needs.
We place a high priority on confidentiality and adhere to our clients’ preferences with strict attention to detail. We ask each client to provide us with written authorization to consult other family members and advisors as necessary when working with us.
Office meetings are scheduled with a generous time buffer to ensure privacy at all times.
It is imperative that time is taken with each encounter to fully develop ideas, explore alternatives, and allow for thoughtful consideration. The length and frequency of meetings is at the client’s discretion.
We have taken measures to provide a comfortable, inviting office environment so that focus can be placed on our clients’ priorities.
EstateTrak® is our proprietary process that yields a composite view of a client’s financial and estate planning. It is a master plan from which all of our client’s advisors can operate ensuring all associated goals are attended to completely.
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