We recognize your client’s needs and expectations differ from those of typical wealth management clients. Our mutual clients often have a team of experts working on their behalf – accountants, advisors, attorneys. We value every relationship and work as a team with the same goal in mind -- to provide the optimal solution for the client.
We are proficient in:
- Court procedures and providing options for unique circumstances
- Government benefit programs, such as Medicaid and Medicare – helping derive the most value for your client
- Working with outside vendors, reducing costs and passing on savings to your client
- Advocating for beneficiaries and their families with empathy and respect – striving to earn your client’s trust