Steen & Company
Asset Protection/VA Benefits / by visaliaweb / 863 views
Purpose
To position ourselves in order to completely review, analyze and direct a client’s estate from every area. This can only be accomplished through considerable interaction and dialogue between each of the advisors in the four areas. As a result, we are better equipped to guide our clients to the right decisions, not just good decisions.
Benefit
Client receives a complete analysis of their entire estate in regards to how decisions, even the simplest ones, are and/or will be affected in the light of every area, not just one. Each area’s interactions and decisions are best accomplished with an eye towards inter-dependency, as opposed to independency.
Summary
Simply put, decisions made for the benefit of one area are truly only in the client’s best interest when it works well with all areas, because making a good decision is never as profitable as making the right decision.
- Listing ID: 1613