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"Camper Rick" Wiseman

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Estate Planning

Contact Information:

205 Sharon Way
Roseville, CA 95678
United States
T: 916-622-4151

Years in Business:

 

15

Clients I'm Seeking:

 

We're looking for professional people (CFPs, Wealth Advisors, Real Estate Brokers, Tax Preparers) that host client appreciation seminars and that have probatable assets and need help to eliminate Probate where they live. We enhance the services that these professionals provide to their clients. We also are looking to work with schools (public and private) and churches in establishing an endowment and then host quarterly seminars to help with the most effective long-term funding source while providing a valuable service for their constituency (anywhere in the US).

About My Business:

 

We give FREE seminars for CFPs, Wealth Advisors, Real Estate Brokers, and to groups such as schools, churches, Elks Clubs, Rotary, Salvation Army groups, in-home presentations and community gatherings to introduce people to the perils of Probate and how easy it is to eliminate it. We also work with key professionals to host Saturday workshops; people love attending good informational workshops. We do two things better than any other Estate Planning company: 1- we take a complicated legal process and make it simple; 2 - we take an expensive legal product and make it affordable. The major part of what we do is help people that are "Pro-crastinators" become "Pro-active" so that they can have peace of mind and know that it is taken care of the rest of their life. By setting up the endowments with organizations, our clients have options on how to distribute their assets when it is time to leave this earth; eventually we will all die! Best time to plan is while you're alive.

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