BOOK AN APPOINTMENT
Congratulations! I’m assuming you made it to this page because you want to talk to us about how you can best protect your wealth, your family and/or business.
Please follow the instructions to schedule a call or call us at 870-275-4304 or 972-292-7675 for immediate assistance.
15 Minute Free Call
Duration: 15 min
Book a 15 minute phone call with our Client Services Director to answer your questions regarding a Family Wealth Planning Session or our Integrated Financial, Legal & Life Planning Services.
**Note: No specific legal questions can be addressed on this call. You will need to schedule a Family Wealth Planning Session with an attorney to address your specific situation. If it makes sense to move forward, our Client Services Director can schedule this meeting during the call.
Meeting Type: Phone Call
Family Wealth Planning Session (Introductory Meeting)
Duration: 60-90 min
During our meeting together, we will talk about strategies to protect your wealth and loved ones both during your lifetime, and upon your death/incapacity. Together, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.
**Note: Online Booking for Jonesboro, Arkansas office or video/phone appointment. Please call the office at 870-275-4304 for in-person appointments at other office locations.
Meeting Type: In Person, Video Conference or Phone Call