Strazzeri Mancini, LLP, a San Diego Law Firm specializing in Estate Planning, Asset Protection, Estate Ligitation, Business Planning, and International Tax Planning, spends time to celebrate the July birthdays for team members, Attorney Kim Vawter and Client Relations Coordinator Kelly Tohm. This is a common practice in the firm as we care for oru team members as much as we care for our clients.
Strazzeri Mancini’s Wealth Strategies department “takes care of business owners, real estate owners and families with taxable estates with their taxation, litigation and complex tax issues”
Our firm works with other advisors to better understand the client. We ask for many of the necessary documents upfront, so that we are able to narrow down their goals after meeting with both the clients and their advisors.
“We spend lot of time gathering information and working to really go through the information, evaluate it, and then sit down for a half day retreat with clients to be able to understand their goals and things like what keeps them up at night, what do they want to do and how do they want to help their children.”
This makes the process much more effective, thus giving the client peace of mind during the planning.