Rick Enna has an established network of specialists in tax, law, life insurance, accounting and charitable giving. Together, they design customized strategies in the following key areas:
Family protection
Estate and Legacy Planning
Business Succession and Exit Planning
Executive Benefits
Philanthropy
Employing a consultative process, we will collaborate with the client and the client's circle of professionals to help clarify and achieve the objectives most important to the client and their family. Peace of mind is the goal!
Since every client has unique requirements, Rick employs an individualized case development strategy. He will engage in an open dialogue that focuses on a client's goals, challenges, opportunities, and dreams.
Only after achieving a better understanding of your particular issues, we will begin to:
Examine legal documents
Present and project a client's current situation
Quantify planning alternatives
Suggest alternative strategies that may get a client closer to their goals
Rick incorporates several specific steps to create an individualized plan of action:
Clarify a client's desired outcomes
Create client analysis
Take appropriate action
As a client's objectives and life situation changes, Rick and his operation will be with them every step of the way to keep them on track.
By using a combination of knowledge, expertise and resources, Rick and his team are eminently qualified to accompany a client on their journey to achieve the goals set for them and those they love. Whatever a client's needs, Rick can help them realize their vision.