Ela Degen- The top 70% of integrated legal, financial, tax, and asset protection strategies Strazzeri Mancini LLP used in the last year.
- Option to co-brand physical and digital assets that are little or no cost to you (or if compliance is a problem, a way to introduce your “team”).
- Advanced Case Management documents and processing tools for the 8-Step Review, Design, Implementation, and Maintenance methodology.
- Achieve the full spectrum of planning options through Wealth Strategies Client Partnering where there is more focus and clarity to help your clients navigate life and
business through:- The problem and what’s behind it,
- Possible solutions when former goals are less or not important, and
- Implementation and commitment to solutions, timeline, and responsibilities.
