Your clients count on you to provide them with expert guidance and solutions to their problems. By becoming one of our partners, you’ll have a platform to offer a broad scope of planning solutions with a comprehensive platform for support and expertise.
modern boutique law firm
We are a boutique law firm that specializes in planning utilizing a modern approach that is uniquely client-centered and heart-centered.
We employ a unique, holistic approach to planning that comprehensively encompasses all types of planning, including tax planning, estate planning, asset protection planning, succession planning, medicaid planning, legacy planning and more.
We have ambitious growth plans to expand our footprint with locations across the United States.
let's grow together
Building Something Special
Broad Offerings with Systems, Processes & Expert Support
Your clients count on you to provide them with comprehensive planning solutions and guidance.
By becoming one of our partners, you’ll have more to offer and best-in-class tools and resources to provide it.
By having a broader range of planning services to offer your clients, you’ll be better equipped to help your clients while also improving your business and your life.
We offer a better partnership that makes sense for everyone. Partnering with us is a win-win-win – a win for you, your clients, and for us.
Sensible Win-Win-Win
lets talk
If you're an attorney looking for a change or a better way, we would love to start the conversation with you.
We’re looking to team up with attorneys who want to provide best-in-class solutions along with an elevated client experience.
To learn more about how our partnership program works and the robust tools and resources we provide to our partners, please fill out and submit this form.