We strive to develop long-term relationships with our clients so that we may assist them with the many financial decisions they must make in their lives.
At Renaissance, our advisors have a high degree of competency in all facets of the estate planning process.
We spend the time necessary with our clients, and their families if that’s desired, to determine their specific goals and objectives for the future. During this process our advisors suggest different alternatives for accomplishing our client’s intentions, write-up a detailed plan, and work with attorneys to draft the final documents.
Because we are involved with all aspects of client’s financial lives, we are able to offer comprehensive counsel that takes all those considerations into account.