How are you different from a local attorney or CPA?

• Lots of people like the idea of having someone nearby they can talk with face-to-face. The problem is local attorneys aren’t specialized in asset protection, they aren’t CPAs, and they aren’t able to provide strategic investment advice. At best, they will recommend a basic asset protection structure, such as an LLC hub-and-spoke model, and then you’ll have to find other providers to fill in the gaps.