Services - Tailored
The truth of the matter is that each client has unique needs and we strive to be a resource for our clients regardless of what they need. While it is impossible to provide a complete list, some of the things we have helped clients with in the past include:
Individuals
Evaluating real estate purchases (primary, rental and commercial)
Reviewing legal documents
Helping to assess business/franchise investments
Assistance with large purchases (cars, for example)
Serving as a resource during divorce
Providing career guidance for children (and their parents, when necessary)
Providing life counseling (or providing access to others who offer that service)
Etc.
Professionals
Helping to obtain balance between work and life
Career transition guidance
Reviewing compensation agreements and non-compete agreements and provide access to any necessary legal professionals.
Evaluating and helping to establish succession plans
Implementing funding arrangements for succession planning
Assistance in evaluating acquisition or merger opportunities
Etc.
And then there are the really nontraditional services:
Helping a client design a pasture
Working with a client's teenage child on career development
Helping to negotiate a real estate transaction for a client
And the list goes on...​
The bottom line is that our clients become close friends and part of our extended family and we are willing to do what it takes to help them out when possible !