TLC™ Planning Process

Thorough — Lifetime — Complete

Our Thorough, Lifetime & Complete (TLC) client process is a unique approach to planning, a step-by-step process that ensures your plan actually works the way you intend, both now and when crisis strikes.

Thorough: we ask all the right questions to help you “discover” the planning strategy that achieves your planning objectives.

Lifetime: our lifetime maintenance program makes sure your plan always stays current with changes in your family, your finances, your health and the law.

Complete: we guarantee all fees associated with the life of the plan, even after you’re gone, before you hire us.

In the end you’ll have the protection you need to give what you have, to whom you want, when you want, the way that you want, GUARANTEED!