Our role as the “financial quarterback” and the use of our financial models help to ensure maximum efficiency through proper coordination and integration. We strongly believe that a team-oriented holistic approach is vital to the creation of an effective estate plan. We work to identify your specific needs, discuss your objectives, and when necessary, bring your other trusted advisors such as lawyers and accountants together for further guidance.

Diagram – IAS Acts as Quarterback with tweaks to the copy in some boxes.