An Introduction
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SECURE ESTATE GROUP
estate planning consultants
2022 Secure Estate Group
Services
For Individuals and Business Owners
Estate and business planning, as we approach it, is comprehensive
and all inclusive. We include tax planning, income planning, legal
planning, long term management of assets and ultimately the
transference of the estate to heirs. We offer estate settlement
services to families of our clients, when needed.
For businesses, we provide plans to maximize the value of the
business, manage expenses and grow revenue. We review
ownership details, business agreements and provide succession
planning and exit strategies.
We hand select professionals for our team in the areas of business,
insurance, investment, legal and tax services and we match the
appropriate ones with the specific needs of our client.
By us coordinating the work of our team members, ensures the
most efficient use of these professionals to help implement a plan
that fully accomplishes our client's goals. Our oversight of every
aspect of the work eliminates costly gaps and expensive overlaps.
For CPAs, RIAs, IARs, Brokers, Insurance Agents and Attorneys
Our team based model includes professionals from all these areas and more. But we also offer the same team approach
to professional businesses so they can expand the level of services they offer to their clients.
We coach CPAs and other professionals how to increase the value of their clients by becoming more proactive and
holistic.
Our team is both local and national, so we can assemble a virtual family office to provide any level of specialty a client
might need. From small business owners to billionaires, we have access to top experts in every field.
The team model we employ for professionals, keeps them in control and in front of their client. Our role is to
coordinate the back office work of the specialists.
