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Risk Management & Legacy Planning
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We believe that every good financial plan should be accompanied by a well defined estate plan. Therefore, an important part of our planning prioritization process includes the evaluation of and eventual implementation of key legacy planning documents and risk management policies.
Although we are a document preparation company in the State of Arizona, we do not prepare legal documents internally. We prefer to assist your attorney in designing the framework of your plan or connecting you with appropriate council to facilitate your specific legal needs.
Utilizing the resources of other specialized firms, allows us to focus our attention on your entire estate, financial and tax picture and affords us the time to make sure that each planning objective you have is properly evaluated and solved for in a timely manner.
Attorneys we have worked with:
Multi Disciplinary Legal Firm
Sacks Tierney
www.sackstierney.com
Jennings Haug and Cunningham
http://www.jhc-law.com/
Estate Planning Attorneyat Jennings, Haug and Cunningham, LLP
Hillary Gagnon
Business Attorney at Jennings, Haug and Cunningham, LLP
Elan Mizrahi
Fortress Documents
Attorney: Steve Johnson
www.fortressdocuments.com
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©2012 Prism Financial Concepts, PC. All rights reserved.
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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of:
GA, NV, FL, AZ, ZA, CO, NC, OH, TX, VA, WA, IL, NJ, KY, NY.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Prism Financial Concepts are not affiliated.
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