At the Jensen Law Office, we believe a person’s estate planning is an integral part of all the other planning that goes toward creating a secure, successful, happy life. For this reason, we take a holistic approach to our clients’ needs, forging relationships with the other advisors, who also serve our clients. By working in tandem with our clients’ various advisors, we offer our clients a more complete solution to their planning needs.
Our philosophy changes the typical estate planning experience from a one-time transaction for documents to the establishment of a network of advisors within the planning process. Partnering with our clients’ other advisors means that we can:
- Share information that will help us serve them more effectively.
- Take a comprehensive approach in developing and implementing their plans.
- Strengthen the relationships with the clients.
- Ensure that their financial resources are managed most effectively.
- Help implement financial instruments, such as retirement accounts, 401Ks, Roth IRAs, life insurance and annuities.
- Improve tax results.
- Increase client satisfaction.
At the Jensen Law Office, we understand that our clients often turn to their other advisors first. However, no matter where a client turns for help, our goal to meet the client’s needs remains the same. That is why we offer tools and educational opportunities to our clients’ other advisors, to ensure that, ultimately, our clients are well serviced. Our monthly e-newsletter for planning professionals, The Wealth Counselor, is filled with timely, pertinent information that is relevant to all planning professionals. Additionally, we offer monthly Teleconferences that provide practical and relevant discussions of client-centered planning strategies.
We are always looking for more ways to reach out to other planning professionals. Currently, we are seeking members for an estate planning “study group.” A study group is a way advisors from different professions can expand their understanding of basic to advanced planning strategies in a collegial atmosphere over a period of time. A typical study group may have the following members: Attorneys, CPA’s, Financial Planners, and Insurance Professionals. It will meet once a month for 4 to 8 months. Because this is a group of peers, participant input is necessary for the success of the group.