How are you different from other companies?

• [Our product] We are a One Stop Shop for tax, legal, and portfolio strategy - we do everything under one roof. The alternative to working with us is to find a provider for each of those separate disciplines and coordinate those moving parts yourself.
• [Our service] Most firms have you talk to a receptionist, sales person, or account manager, but with us you’ll be interacting directly with a dedicated attorney, paralegal, and CPA. Other firms nickel-and-dime you with billable hours, whereas we offer lifetime support and proactively check in on you.
• [Our price] You get what you pay for. You can easily find someone to set up a cheap LLC or Estate Plan, but they won’t connect your tax, legal, and portfolio together. Other firms nickel-and-dime you with billable hours, whereas we offer lifetime support and proactively check in on you.