Sentences with phrase «superior estate planning services»

Not exact matches

Regardless of how simple or complex your needs are, you can count on our team for superior solutions in investing, private banking, insurance protection, trust and estate services, financial planning and institutional services.

While no one would disagree that the services of a qualified estate - planning attorney are far superior to those you can find with Internet document preparation software, it's important to understand what part of your practice is «commoditized,» as opposed to where you provide true client value.

I would also like to see a business plan from the real estate boards — I don't have to see it personally, but I think it should be presented at least to CREA — about how they are going to become more efficient, unbundled services and deliver a superior product.