Our principals have extensive experience in providing customized planning advice to successful entrepreneurs and wealthy families. This experience encompasses all aspects of the wealth planning process. The hallmark of our expertise is our practice of integrating corporate and personal financial planning disciplines with a particular focus on life planning, personal securitization, asset protection, taxation, and business succession and exit strategies. Strategic Wealth Planning services are provided on a fixed fee basis. Our clients are interested in planning for living, not dying. Our process begins with looking at your situation today and where you are committed to being in the future. This requires the development of an effective planning design document that deals with how you hope and anticipate events will occur as well as contingency planning for unanticipated events, such as premature death, incapacity, insolvency and matrimonial and other relationship breakdown (inter-generationally). Unlike other professional advisors who may be primarily transaction-driven, our Strategic Wealth Planning process is exclusively strategically oriented and involves a broad holistic approach. Our clients are referred to us by their lawyers, accountants, and financial advisors. We function much like an architect in the design of a building, considering all pertinent financial and holistic factors. We bring an inter-disciplinary approach to the planning process, unlike the specific narrow approach of any single professional advisor. We assist you in creating a Strategic Plan document, a customized blueprint for your future. After overseeing and co-ordinating the execution and implementation of the plan, we then assist you in monitoring and updating the plan on an annual basis.