An Introduction
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SECURE ESTATE GROUP
estate planning consultants
What is an Estate?
Everything you own or control is your estate.
Taking control of your life, your assets and your
business, for your benefit and for the benefit of
your loved ones, for as far into the future as you
want.
What is Consultative Estate
Planning?
About
Services
Contact Us
For over two decades, Secure Estate
Group has been helping people protect
their assets, plan for retirement and
create the most efficient means for the
eventual transference of their estate.
Our philosophy is that an estate is not
just material things, but the equally
important considerations are the
people and the time frames.
Our focus on the intended role of each
heir and beneficiary helps us guide
clients to the creation of a
comprehensive plan that expresses
their values and those of their family.
In our first exploratory meeting, we
find out what the client needs and each
of us can determine if we want to work
together in this most important
endeavor.
Before a client commits to engage our
firm, we provide a quote for our
portion of the services, and an estimate
for the costs of other professionals who
may be involved.
As a consulting firm, we offer a variety
of services in a number of industries.
Our primary speciality is in providing
leadership to any size project, including
planning, design, writing, management
and implementation.
We handle the complexities of major
undertakings by forming a team of
specialists in each field where their
expertise is needed. Our involvement as
team lead provides a consistency which
ensures projects remain on point, on
time, and repreasent the client’s
intentions.
Our services are offered to individual
clients, businesses and business owners,
and other professionals in the financial
sector.
We offer no cost initial consultations for
individuals, business owners and
professionals.
Our goal is to make sure there is a fit
between us and any of our potential
clients and associates. The only way to
determine that is for us to talk.
We invite you to contact us to set up a
consult, with any general questions or
to inquire more about our company and
our services.
2022 Secure Estate Group
WHAT IS ESTATE PLANNING?
