At Wills & Wellness we are building a network of personable and trusted advisors who can serve our clients well.
Our Commitment to You:
Loyalty. We honor your existing relationships with your clients, and we will work to complement your services.
Professionalism. Our clients routinely give us exceptional reviews, and we are confident your clients will feel the same about our work.
Resources. We are glad to be an educational resource for you, and we are happy to help educate your clients, either privately or at a public talk.
Referrals. For clients who ask, we gladly refer them to our trusted professional partners.
Behind the Curtains. We periodically host luncheons for professional partners where we cover various estate planning and asset protection topics. It’s also an opportunity for you to better understand the experience a client has with our office.
You can subscribe to our newsletter for professional partners here: