At the Jensen Law Office, we believe a personâ€™s estate planning is an integral part of all the other planning that goes toward creating a secure, successful, happy life. For this reason, weÂ are open to working with our clientsâ€™ various advisorsÂ to offer a more complete solution to their planning needs. We recognize that as independent advisors each of the advisors our client has selected brings a unique perspective and skill set to the planning process. When a client aurthorizes us to work with their other advisors, we can:
- Share informationÂ withÂ our client'sÂ advisors soÂ they can helpÂ our clientÂ more effectively.
- ConsiderÂ pertinent information from our client's advisorsÂ prior to developing and implementing our client'sÂ plans.
- Help strengthen the relationships with the clients.
- 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 clientâ€™s needs remains the same. To ensure that, ultimately, our clients are well serviced. To this end, our monthly e-newsletter for planning professionals, The Wealth Counselor, is filled with timely, pertinent information that is relevant to all planning professionals.