My father and mother taught me that people will talk about you one way or the other. The question is HOW! We have two things to offer you: #1. Service #2. Knowledge and #2 is not worth much if we don’t provide any of the first!
Clients call us when they need legal or non legal resources. You can use your existing attorneys and/or tax advisors or we can make recommendations if you need them. I’m a firm believer that as relationships are built, trust is earned.
- We promise to tailor your plan and refrain from a one size fits all approach.
- We promise to be trustworthy and communicate frequently
- We promise to address personal needs: We listen and help provide solutions.
We assist families in specific areas such as: IRA and other pension plan rollovers, income stream creation for life without the risk, death settlement assistance, long term care insurance, fixed or indexed annuities, life insurance, in home care resources, nursing home screening with ombudsman connections, living probate and death probate avoidance information, asset protection strategies, annual reviews, CPA refferals, real estate agents, broker or wealth manager and attorney referrals as well as updates on senior issues along with a host of other resources when you may need them.
Our goal is to help our clients feel at ease by being a resource when they need it most and we believe this relationship building approach brings comfort when life bring unexpected changes. Call us to schedule a complimentary or no obligation consultation today at 1-800-381-8870.
May God bless you and your family.
Mark & Della Pruitt
Strategic Estate Planning Services, Inc.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.