For Professional Advisors
The Estate Planning Team
As an estate planning law firm, I work closely with other professional advisors, including Certified Financial Planner™ Professionals, Investment Advisors, Financial Consultants, Insurance
Professionals, Certified Public Accountants and Tax Advisors to provide my clients with the most sophisticated, comprehensive and effective estate planning possible.
Strategic Alliances
My office actively works with qualified financial professionals who want to grow their business. Often the best new clients start as referrals from satisfied clients. However, most clients
just don't think about or get around to referring people to you with their busy schedules. But what if there was a program that provided such significant benefits to your clients, their
friends and families, that it doubled the number of your best clients? Would you want to know about it? My "Client Cloning" program is designed to do just that. Call 413-588-8298
or complete the form below for an appointment to discuss this unique program.
Continuing Education Seminars
My firm is working on approval for an estate planning professional education seminar for continuing education credit for CPAs. This program will likely be introduced in 2008 and will be
free of charge for those in attendance. Call 413-588-8298 or complete the form below for an update about this CE program.
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