Are you considering Wealth Strategies Planning for your estate?

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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.