This is my first posting.
My practice is a transactional one, focusing on wills, trusts & estates, corporate/business planning, asset protection planning, and real estate. The practice has been and is being built around clients who require our full-time support on a retainer basis. I call this our Legal Retainer Program and I will discuss it in more detail in later blogs (if you'd like information, please email me). I find that many of these types of clients (Professionals, Executives and Business Owners) use a multitude of legal advisors for different purposes. Nothing is coordinated or integrated and many parts, unbeknownst to the client, are missing. One of their attorneys might have ideas that would better help the client or protect them, but they fail to bring them to light either because they do not have intimate knowledge of the client's entire situation or because they believe the client does not want to spend the money. Many professionals, Attorneys, CPAs, and the like, take the "let's not rock the boat" attitude and fail to make effective and continuous recommendations. I've seen it time and time again: there is some action the client should take or a decision he or she should make, but the advisor won't push them to make the decision out of fear of damaging the relationship. In reality, their failure to do what's right for the client ultimately causes more damage many more times than not.
Instead, I have chosen to develop the firm on a flat-fee retainer basis (costs and the use of outside professionals is additional). The client pays a regular, manageable cost and we can change, update, negotiate, and recommend all that is in the client's interest. We track our time and may adjust the retainer for the following year. The client gets integrated, holistic advice and has an advisor who always acts in the clients interest.
I welcome free consultations in our office. If you think our service would better serve your needs, give us a call.
Enough of the commercial!
In later blogs, "why you need a will", "how to buy distressed real estate", and "asset protection secrets".
