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
Clients should be able to take proactive steps without worrying about retroactive provisions. James G. Blase | Jun 14, 2021 As most planners are now aware, U.S. Sens. Bernie Sanders, Chris Van Hollen and others have introduced tax bills in the Senate this year, which...
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...
Business Health Assessment
Identify blind spots and growth opportunities with our business health assessment
Los Angeles /
Santa Monica, CA
Phone - 617-542-7400