A TECHNICAL RESOURCE FOR OTHER ADVISORS
As a Certified Exit Planning Specialist (CExP) with six additional designations in estate planning, life insurance, and retirement and charitable planning, Don Reichert has worked closely with professional advisors throughout his career. His background has given him a deep understanding of your needs and concerns as well as the ability to speak your language in helping you address your clients’ needs, specifically in the areas of exit planning, business planning and life insurance.
Services can be provided behind the scenes through your firm, or via direct client interface on a case-by-case basis. Simply put, our goal is to add to your credibility and enhance the relationship you have with your clients.
If you are ready to start planning for your business exit, then give us a call and we will help guide you through the process of cashing out of your business and moving on in style and on your terms.