Which of the following best describes you?* Select 18 years or older, married or single, no assets, no minor children Renters - No home yet Married or single, few assets, with minor children Married or single, own a home, invested net worth is less than $1M Gross earned income is less than $300k yearly Married or single, invested net worth is greater than $1 Million Gross earned income is greater than $300k yearly You are in a high risk occupation/profession (i.e, doctor, dentist, general contractor) Own more than one rental property Primary shareholder in one or more businesses Own minority stakes in multiple businesses Married or single, invested net worth greater than $1M Gross personal income greater than $300k yearly Owner of a qualified plan (i.e. 401K, IRA, etc) valued over $1M Significant charitable intent and invested net worth of $1M+ or gross yearly income of $300k+
Our goal is to better understand where you are in life so that we can come up with a trust management solution thats perfectly tailored to your needs
