Best of Breed Advisory System

Accountants and lawyers are excellent in their particular fields, but their recommendations are often based on a one-dimensional view of your financial situation. Their advice may make a lot of sense within their specialty, but they may miss what is best as it concerns your overall circumstances.  Isn’t it best to have a bird’s-eye view of all your goals and develop your plans based on that perspective?

At The Estate Planners Group, the Comprehensive Approach of our financial planners—our bird’s-eye view--helps us to determine the specific needs of our clients in each of these areas.  During consultations, our planners sit with clients to discuss their financial needs.  In some cases, it makes sense to visit an accountant or a lawyer to address these needs; we’ve joined countless clients on appointments with reputable lawyers to establish living trusts. 

Even though we have an extensive network of professional relationships, we are independent of any brokerage or product provider.  That is, we are not required to push a particular product or sell a service from any provider.  Clients can trust that we are acting in their best interests; we offer independent and objective advice.

An Example -- Our Investment Managers:

Our company utilizes a team of experienced, professional investment managers. These managers monitor investments daily to grow portfolios in up-markets and protect them in down ones. This investment team has access to the most advanced technology and information sources, and we believe it is vitally important to perform intensive, fundamental research.  Afterwards, we can compare the results of the research to Wall Street's work to determine if there are opportunities to be exploited.  There are several investment managers we choose to work with, but once again, we are not required to sell their services or push their products.