6135 Park South Drive
Having a plan with the flexibility to deal with changes and life issues is critical.
This is the cornerstone of our planning philosophy; we call it a business plan for life.
The strategy is based on cash flow and tax impact, rather than insurance and investments, and can effectively deal with multiple what if scenarios at any point in time.
The Business Plan for Life is exactly that: it regards your estate (everything you own) as a business, and manages it with the same hands on scrutiny it takes to run it successfully.
RESULT: The creation of a much more serious awareness as to the importance of addressing all areas of planning, and the impact each has on the others.