To book an appointment to talk to us about how you can best protect your wealth, your family, and your business, please follow the instructions below. Or, for immediate assistance, call us at 870-275-4304.

15 Minute Free Call

Estate Planning Phone Call

Duration: 15 minutes
Meeting Type: Phone Call

Book a 15-minute phone call with our Client Services Director to answer your questions regarding an Initial Planning Session or our Integrated Financial, Legal & Life Planning Services.

**Note: No specific legal questions can be addressed on this call.  You will need to schedule an Initial Planning Session with an attorney to address your specific situation.  If it makes sense to move forward, our Client Services Director can schedule this meeting during the call.

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Initial Planning Session

Estate Planning meetingDuration: 1.5 to 2 hours
Meeting Type: In-Person, Video Conference, or Phone Call

During our meeting together, we will talk about integrated financial, legal and life planning strategies to protect your wealth and loved ones both during your lifetime, and upon your death/incapacity.  Together, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.

**Note: Online Booking for Jonesboro, Arkansas office or video/phone appointment.  Please call the office at 870-275-4304 for in-person appointments at other office locations.

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Tax Planning Strategy Session

Estate Planning meetingDuration:  1 hour
Meeting Type: In-Person, Video Conference, or Phone Call

Do you know where you're wasting money on taxes? The Tax Planning Strategy Session is exactly what it sounds like! We dig into YOUR situation to determine where tax savings can be found so you can keep more of your hard earned money. From the Strategy Session a tax plan is produced to provide a targeted, specific, strategic plan on the ACTION you need to take to reduce your tax bill. 

This service is for business owners or other high earners paying at least $20,000 in taxes per year.  

**Note: Online Booking for Jonesboro, Arkansas office or video/phone appointment.  Please call the office at 870-275-4304 for in-person appointments at other office locations.

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