We are an estate and business planning firm. We are passionate about our mission and the work we do.
Our Mission: To create planning solution for our clients that…
• accomplish their most deeply felt objectives;
• implement and maintain those planning solutions through a systematic process that insures the plan will be certain to work at that indeterminate time in the future when the protection is needed; and
• communicate the plan to our clients and their families in a way that is clear, understandable and free of lawyer jargon.”
Tell us a bit about who you are and the people you reach
Prospective Clients. This Brochure piece will be given to referral sources so that the future clients know what to expect when they come to visit.
No Cartoons- we want it to be warm and inviting but not cheesy
Landscape format- will be placed in 3 ring binder
Don't change the content, but feel free to change how it is presented and organized.
Easy to Read and Simple to Understand
Want to be able to edit content after project is completed so if something changes in the future.
The pages listed in the document are just estimates and may not accurately reflect how many pages it will require. The document attached is several pages long but that is only because it contains all the content. The top of every section has my notes organized in a few sentences.
*Let me know if you need more than is in the Word Document and I will work on getting it to you as quick as possible.