TEAM
We provide advice. Period.
When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We could certainly invite you out for a round of golf, or take you to an NBA/NFL game, but the way we see it, you don’t need a new friend. What you need is a trusted advisor — a professional who can make a real difference on your balance sheet.
It’s not just our team, it’s our network.
After years of serving clients with estates that run from hundreds of thousands to billions of dollars, we have developed an in-depth knowledge of taxes, estate planning, insurance, corporate structure, and even aircraft acquisition. All these skills are fundamental to our business, but we’re the first to admit that we don’t know everything. Occasionally, our professionals turn to other professionals.
We have access to other professionals who can collaborate with us when necessary to serve our clients in a forum that’s both efficient and effective.
