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At Emeritus, we use the holistic approach to serving our clients. This includes drawing on the experience of subsidiary corporations to provide ancillary services. We endeavor to look at the need presented to us by our clients and present alternative solutions to achieving their goals in an efficient and cost effective manner.
“It is too often that I see a client who has met with an attorney and has an unfunded or underfunded estate plan or a business organization that is not congruent with needs of its owners; or a client who has consulted with a non-lawyer “professional planner” under the impression that the insurance they purchased is all the planning they required. Both Alternatives may be a disservice to the client’s needs, and can act as limited solutions while possibly neglecting the ultimate goal of helping the client. At Emeritus, all Advocates and Advisors look to be mindful of the reason we serve in our roles…. Meeting the goals/needs of our clients. ”
William C. Voight, II, Esq.
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