No. 82 of 106 Things We Do For Clients
Help with the continuity of your family’s financial plan through generations.
Because we have more than one planner and our firm has a succession plan, the chances are great we will be there for your children and possibly grandchildren to help carry out your wishes. We can guarantee there will be an ongoing investment philosophy consistent with yours and that any trusts created at death will be administered in accordance with your wishes. We will bring a history and continuity to planning for your children that would not be possible with new planners or no planner. This can pay big dividends to your heirs by increasing efficiency and by decreasing the potential for financial mistakes made because someone didn’t know a key element of past history.