Garden City - White Plains - Manhattan - Bayonne

Complimentary Consultation

It is our experience that the best way to develop and learn the strategies that are most appropriate to your needs is though a
1 1/2 hour complimentary consultation.

In this consultation we will:

  • Discuss your family or business situation and your wishes and goals, to ensure appropriate planning
  • Review your current estate and business-planning documents to determine how they can be improved upon
  • Analyze your current estate needs to ensure proper family and asset protection
  • Answer all your questions on the process of estate planning, asset protection and wealth creation
  • Recommend opportunities you can implement immediately

To reserve time with your team of Estate Planners or
have your questions answered:

call 1-800-405-PLAN(7526)
click here