“I just need a simple plan” - a phrase we hear often in the office. Undoubtedly, this statement originates from the same place in the brains of all of my clients’ - it’s the place that makes good people humble. Although the phrase is often spoken confidently, it displays the client’s initial intense insecurity that almost everyone has when starting to work with a professional in the estate, wealth and asset protection planning industry.
The good news is that that we address client’s initial intense insecurity...
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