When you partner with Lone Wolf, we provide specific solutions that are centered around you, your situation, and what goals you want to accomplish. With all clients we create a personalized "Legacy Plan" document that contains your personal information, various accounts and policies, and all legal documents in a centralized location. When constructing this document with you, we work with your team of professionals (lawyer, accountant, etc.), beneficiaries, and the executor of your will. This process is intended to create a clear understanding by all parties, what your ultimate wishes are.
Throughout the year, we meet with our clients multiple times through face-to-face meetings and phone calls as well as emails, newsletters, and articles relating to your specific situation. This approach allows us to be proactive with our relationships and do what we do best for our clients: give personalized advice.
At Lone Wolf, we are paid in the following ways and fully disclose any compensation. All compensation is discussed before account opening and before rendering any service.
Services that we provide are listed below. The services we render are dictated on your situation and evolves as you grow and your life circumstances change.