Life Planning Services
NO Cost initial meeting at one of our three office locations
Special Needs Planning : Call for details 972-964-3444
Includes all the work necessary to design and implement a specialized plan for your person of special needs. We work through all 6 modules. Complete with the “Ugly Green Book”, action lists, “Letter of Intent” instructions and implementation CD. Complete Estate and Wealth consultation and all legal pre-work. We have our own experienced attorney referrals that will complete your legal plan.
(Legal costs are extra and are quoted for an individual basis.)
Consulting Services
Financial Planning Services
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