On a Personal Note:
For our company owners and executives, we offer estate planning and personal financial planning. Just ask your service representative. This service has become more popular as personal financial statements and net worth issues arise. If you haven't examined recently how your assets are held (asset titlement) it could be a good time to do so. If it has been more than three years since your estate plan has been reviewed (the average currently is 8 years) and you have had significant changes in your net worth, this service is a must for you.
Like our Business Health Check Up our Personal Financial Check Up identifies issues that may have been missed in your personal situation. It is a 21 point checklist to isolate areas for improvement before they become financial burdens.