You may have or may need a number of trusted advisors – an attorney, accountant, investment professional, insurance agent and others. Often it is up to you to manage and coordinate the planning and advice given by your advisors to have the overall plan come to fruition. But, as the client, you may not have the various industry experience and knowledge necessary to fulfill the roles and be able to make an unbiased decision.
Our ideal outcome is to build a consensus from Exemplar’s most trusted advisor relationships. All great teams require direction and coordination, and we provide the leadership necessary to achieve the desired result.
Our independent advisor status offers us the unique advantage of offering client-centric advice. You are the client and our recommendations are designed to coordinate the advice from multiple sources and provide you the guidance necessary to promote your personal freedom.
Financial Planning with Flexpertise®
Business Continuation Planning
Executive Retention and Compensation
Estate Planning: Potential Estate Tax Changes In 2021 Here’s What You Need to Know Estate planning has become a very hot topic lately, but most people think estate planning is for the uber wealthy. However, the estate tax benefits may revert back to lower levels...
2020 has been a whirlwind of a year for many Americans. Now more than ever, companies must ensure they are supporting their employees’ mental health and wellbeing, following a major increase in those reporting deterioration of their mental health since the Coronavirus...
High-performing employees are often the most valuable asset of a company. A company that cannot hold onto its best and brightest employees is likely to suffer some costly consequences. Ironically, few companies take the proper steps to minimize the risk of losing top...
Business Health Assessment
Identify blind spots and growth opportunities with our business health assessment
Los Angeles /
Santa Monica, CA
Phone - 617-542-7400