AAA Clients
While we can't be all things to all people, w do want to be all things to some people in our chosen field. So our AAA Clients meet the 3 tests below:
- Assets. Persons with estimated assets at death from $2MM to $100MM;
- Attitude. With great attitudes; and
- Advocacy. Who can be an advocate of our services.
 If a potential client does not fit our profile, we will be happy to refer the person to a professional who can help.
Value Added Service
If a friend or family is in need of our expertise, please call and tell us about your friend. We will call your friend for an appointment, so let your friend know we will be calling. If your
friend does not fit our AAA Client Profile, as we can't be all things to all people, we will refer them to the appropriate professional. Then, we will report back to you.
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