"We believe in quality planning, in giving people what they really need, and in avoiding problems before they happen. That's why we commit to providing a quality planning experience and allowing our clients to choose what option or what type of experience will work best for them. People deserve better than what they usually get and we want to set a better standard for the industry" - J. Glen Wagstaff, Founder & CEO
Providing Great Planning
Not every client needs sophisticatec planning, but people should be educated on their needs and options and empowered to make an informed decision for their planning needs. Which is why we have attorneys with a variety of backgrounds and specialties to provide quality planning on a custom basis and a supervised environment for clients to get DIY solutions with access to legal counsel when needed.
The financial industry has thousands of professionals willing to introduce clients to competent legal counsel but disillusioned with how those referrals usually turn out. By reinforcing an advisor's relationship with their clients, presenting a better value proposition, and working within the compliance framework they work in, we can leverage the networks of large financial institutions to service client legal needs on a large scale.
Making Planning Accessible
Unfortunately many families perceive proper planning solutions to be too costly, too time consuming, or too confusing for them to implement, including tax planning, and estate planning. For that reason, among others, most have never addressed their planning needs. By offering a spectrum of planning options, standardized pricing schemes, and technology driven solutions, we bring proper planning to the world.
OUr Global Reach
United States - 50 states and offices located in 26 states