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First and foremost, we need to know about you. What is your current situation? What are your goals? What are you afraid of? What are your expectations and concerns? What don’t you understand? Tell us about your spouse, children and grandchildren. For planning to be done well, it has to start with an understanding of your goals, as it encompasses a combination of financial and investment management, tax minimization strategies and legal and estate documents.
What our clients love about us is that we provide them with comprehensive, multi-disciplined education, advice and counsel under one roof, in one office. We provide a broad range of portfolio management and financial planning solutions, insurance alternatives, tax consultation, legal and estate planning advice customized for your specific needs, goals and life stages and offer probate administration and services. Our expertise, licensing and credentials allow you to receive all of this without the need and problems associated with multiple advisors who don’t coordinate and often have conflicts of interest as to your best interests. We apply a clear, well-defined and objective process.
Many people ask, “Just what is an estate, and what is there to plan?” The best and easiest way I’ve found of explaining it, is that it is all about maintaining control of your wishes and stuff.
Probate is perhaps one of the most misunderstood topics I get asked questions about. And for good reason; it’s confusing. Probate is a process that must be gone through after someone dies.
A couple of years ago we received an invitation from Bryan Schulman to a seminar that he was presenting. My wife and I don’t typically attend seminars, but when we looked at his background as an Attorney and Investment advisor, we decided to attend. We were pleasantly surprised at his professionalism, knowledge, and interest in our goals. We set up an appointment and began the first of many face-to-face meetings. During these discussions Bryan was always super knowledgeable, able to explain things simply, and there wasn’t the hint of pressure to “buy now”. We would highly recommend you make an appointment with Bryan and see for yourself the value he can bring to your specific situation. We know that you will be pleased!
When speaking to my clients, I remind them that an estate attorney helps predominately with remaining control while one is alive, moreso than when one passes away.
Of the several attorney’s to whom I have sent clients, Bryan has struck me as having the most bonafide reason for “Why” he does what he does.
I have interviewed with and worked with multiple attorney’s – in his field, Bryan is now my sole and only attorney I work with anymore.
It’s easy to put off having important conversations, especially if visiting an attorney is as fun as having corrective dental work performed. That is why it is valuable for me to send clients and contacts to Bryan – once they meet him, they will actually take their own important planning steps. I imagine that is because Bryan has a great story to tell, and is engaging and fun to be around. His office staff is intelligent and friendly, and the office itself is a home-y place to be.
It’s easy to picture yourself in his office with warm hardwood colors and the smell of tea, sitting at a family style Round Table, getting very important family planning done.
Bryan was a fantastic help with our investments. We unfortunately came from another investment firm that we had nothing but trouble with. Bryan gave us sound advice as to where to invest, so that we are now comfortable where our retirement funds are located, and will give us years of income. We tell all our friends and family about the great opportunities that Bryan’s firm has to offer. Also, he has great taste in socks! If you decide to make an appointment check out his socks
Anyone that needs a will, estate planning, and more please contact my amazing attorney Bryan N. Schulman JD! I attended a seminar that he did and made an appointment to go in and have my FREE consultation! He got all my paperwork in order, will, living will, power of attorney and even did a lady bird deed on my house! He did it all, I just had to go file it! He is very thorough and knowledgeable! I am so glad I met him! My stuff was not in order and outdated! His fees are very affordable! He goes overboard for his clients and throws parties inviting all of them! What attorney does that? So please give him a call and tell him I sent you. You won’t be sorry, he is the best!”
My wife and I started out probably like most folks. Both of us attended one of his free seminars.
After meeting Bryan and his team, we decided it was worth our time to go to his office and have a free consult. Probably the best move we made. Like most we did not have a will, and kept putting it off. Bryan walked through the process with hands on service. As many meetings as needed. It’s a load off our minds knowing our wishes will be done and handled as we wanted. We were so impressed with how he worked with us on our wills, we agreed to let him look at our finances.
We are now letting him secure our finances. I can not believe the fees we were paying for non service with our previous advisor.
Bryan simply showed us the facts in black and white, no pressure. Once you use his service’s you are not just a client, you are friends and family.