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Confidential Personal Information Packet for Clients
Confidential Business Information Packet for Clients
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inks
- Advanced Wealth Strategies Institute
http://www.theconsociation.com/AWSI.htm
- Asset Preservation Strategies, Inc.
http://www.asset-preservation.com
You've built your net worth all your life; now's the time to protect it from estate and income taxes. We can help. We want to inspire our clients; we want them to create a positive vision for themselves and for future generations.
- Denherder & Associates, A Professional Corporation
http://www.denherderlaw.com
- Southern California Institute
http://www.scinstitute.org
Where professionals go to teach to AND learn from one another.
- The Academy of Multidisciplinary Practice, Inc.
http://www.mdpacademy.com
- The Consociation of Protection, Preservation and Enhancement Planning Attorneys
http://www.TheConsociation.com
First, we want to form a union of estate planning attorneys... a body of like-minded individuals who face the same challenges in an ever-changing profession.
Second, within that union we want to develop an environment that will recognize, encourage and strengthen the cooperation of its members. We acknowledge that true estate planning always has been and always will be a team effort.
Lastly, our union of estate planning attorneys will cooperate for a common purpose... identifying and creatively solving the needs of our estate planning clients and their loved ones.
- The Financial Team, Inc.
http://www.financialteam.net/
Creating your financial independence through Institutional Portfolio Management, Tax-Deferred Real Estate Exchanges and Income Tax Planning.
- The Founders Group
http://www.foundersgroup.biz
The Founders Group is a consultative business advisory firm, specializing in working collaboratively with entrepreneurs, owners of closely held businesses, to enhance their business' performance in order to gain:
- More Money
- Enhanced process efficiency
- Customers experience the value
- Ability to price for the value delivered
- Enhanced profitability
- More Time
- A focus on their unique skills
- A focus on what they enjoy doing
- Delegation without losing control
- Dedication to family and personal interests
- Wealth Counsel, LLC
http://www.wealthcounsel.com/
Providing Knowledge and Tools to the Estate Planning community
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