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.
Estate Planning at Strazzeri Mancini, is about trying to find and figure out the goals of the client. We aim to work with them to know what’s really in there, what’s really inside, what are they really trying to get out? Our end goal is always with the clients in mind.
The laws are going to change, health will change, family situations, and finances, etc…understanding that, we allow oursleves the proper time and attention to help our clients the best possible way. In order to serve them at maximum capacity, we call on our Review process, an ongoing Maintenance process. This allows us to assess every sitatution in order to counsel our clients as best we know how.
We work hard to make sure our clients have the ability to have this maintenance process, come in and check with us, and course correct every couple of years.
To us, Estate Planning is an ongoing relationship rather than simply a piece of documentation.