& Preserve Their Legacies
Professional Advisors Collaborative Network
Our estate planning process is oriented toward working with the network of our client’s trusted advisors (financial planners, CPAs, insurance professionals, and investment managers). Our objective is to create a framework within which, a group of advisors work in concert, to help clients discover / uncover their vision of what they’d like their legacy to be. This includes not only the effect their wealth has, but also how their personal philosophies can positively impact their families, their business, their community and whatever other concerns they are passionate about. This holistic approach to planning results in a truly integrated and comprehensive plan that includes various strategies, techniques, guidelines and the supporting documentation for a custom solution designed on those principals that the client has identified to bring order from chaos.
Only by working in concert together with our client’s other trusted advisors are we able to ensure our client receives the best advice from different professional perspectives as cumulative thought yields results far greater than thought produced independently of each other. There is no room for egos, or separate agendas, only purposeful planning magnified by the trusted advisors collaboration. Our network of professional advisors share our values, are client-centered and not transactional-centered individuals, and enjoy the interaction and relationship we develop with our clients. If you feel that you have the credentials to be a member of our professional advisors collaborative network, please contact Susan in the Phoenix office or at SKR@P-Rlaw.com.
Pfarr & Rethore is located on 40th Street just north of Camelback Road. Our building, 5070, is in the office park directly across from the Capri Apartments. Once you turn into the driveway, 5070 will be the third building on the left. It is a two-story light gray building with parking in front and behind the building. There are stairs or an elevator on the south side of the courtyard to get you to Suite 230 on the second floor.
Get in Touch
Fill out the contact form or call us at (602) 424-5547 to schedule your consultation.