Advisors
As financial advisors, your clients trust you to manage their financial well-being. At Advanced Services Law Group, we’re here to support that trust, offering estate planning services that are seamlessly integrated into your clients' broader financial picture. Unlike traditional law firms, we are more than just estate planners—we are your partners in securing your clients’ futures.
Why Partner with Advanced Services Law Group?
1. We Understand the Bigger Picture
Our firm was founded by a former General Counsel of a major investment management firm. We understand that estate planning is only one part of a client’s financial plan. Our team respects the foundational work you've done and aims to strengthen it, not disrupt it. We know that estate planning only works when it aligns with a client’s financial goals, and we’ll collaborate with you to ensure a cohesive strategy.
2. Your Partner, Not a Competitor
Our approach is to enhance, not overshadow, the financial advisor-client relationship. We value the trust your clients have in you and will work as a seamless extension of your team. No second-guessing. No overreach. We prioritize a respectful partnership to maintain your clients’ trust and confidence in the advice you provide.
3. No Upselling – Just Honest Guidance
Our mission is to deliver estate planning solutions that genuinely meet client needs, not to increase our fees by recommending unnecessary services. With Advanced Services Law Group, you can trust that your clients receive honest, straightforward recommendations tailored to protect their interests, while keeping your advisor-client relationship intact.
How We Work Together
We are committed to being a reliable resource for you and your clients, providing expert estate planning that seamlessly integrates with your financial strategies. By choosing Advanced Services Law Group, you’re opting for a collaborative, transparent, and client-centered approach.