Sentences with phrase «depth estate planning needs»
Work with a financial planner to determine if you have more in - depth estate planning needs.
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From site acquisition and strategic planning to construction contracts and disputes and plot sales, Howes Percival has the legal expertise and in - depth sector knowledge to provide commercial real estate clients with a comprehensive and efficient service, tailored to their needs.
The knowledge CLU candidates gain by passing their requirements focus on the operation of the life insurance industry, in depth knowledge of laws and regulations pertaining to life insurance, and more practical concepts such as determining the life insurance needs of various types of clients with sophisticated financial situations such as business owners or clients with estate planning needs.
SUMMARY • Seven years of applied experience working in property management and real estate arena • Well - versed in anticipating and understanding client needs • Proficient in customizing plans according to the specific needs of the client • In depth knowledge of local and suburban commercial properties • Skilled in preparing customer oriented packages pertaining to payment options and time frames
Combining our collective experience in the fields of real estate brokerage, development, master planning, asset disposition, banking and finance, and franchise services, the principals of E Smith Advisors possess the depth and domain knowledge to meet the needs of its clients.