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Client Process

Our client process is simple. It begins with an initial consultation to determine what is most important.

From there, we use detailed fact findings and analysis to develop strategies. These strategies are designed to help maximize your wealth accumulation and also to distribute and protect it.

Our initial consultation is free of charge.

This link will better help you understand both what we are trying to accomplish and what we will be discussing with you during the initial consultation.

SWA Documents Needed Checklist