Estate Planning Institute Group, LLC

Website Links

Description

Estate Planning Institute Group, LLC was founded in 1999 by Mr. Jay Melody. He recognized the need to bring several disciplines together in order to provide comprehensive Life Planning goal attainment. A team of national, licensed professionals was assembled to facilitate: Estate Planning (and Preservation), Asset Growth (and Protection), and Investment Management (Vehicles). Each team member specialized in an area of the financial planning process. The Estate Planning Institute Group has assisted thousands of clients with coordination and settlements of their estates in a manner they choose. Because our teams are trained in the areas of particular interest to the retired and elderly, they are able to make comprehensive estate planning available at a reasonable cost for both large or small estates. Most of our representatives are Certified Senior Estate Planners and many are Certified Senior Advisors. Our knowledge and expertise allows us to help you preserve your assets and protect...

Fact sheet

Products & services

Similar companies nearby