Premium Plan
Elevate your legacy with year-round, comprehensive support. Our Premium Plan offers personalized strategies for estate planning, tax considerations, and asset protection—flexibly adapted to your changing needs.

• Ideal For: Families or individuals with complex finances who want ongoing, high-touch guidance.

• What You Get:

  • An in-depth consultation to map out both immediate goals and long-term objectives.

  • A tailored roadmap that addresses advanced estate-planning and tax strategies.

  • Twelve months of scheduled check-ins, on-demand consultations, and priority assistance.