How does our planning process differ from other advisors?

OUR PROCESS

1:

Introduction

Let's get to know each other! Whether you were referred to us, we met at an event or on our website, we'd love to know more about who you are, as well as how we can assist you in your planning! 

We'll schedule a time to meet with you in person or over the phone to assess your needs and gather the information needed to begin the reviewing process.

Discovery

2:

After reviewing your planning, we'll educate you on the details of your plan, and then make recommendations that will benefit you. No surprises, no fees.

Review & Educate 

3:

Your Plan

If you decide to move forward with our recommendations, we'll coordinate the efforts of our advisory team to support the separate planning components into a coordinated program!

Implement

4:

We maintain your program by providing a proactive and close client advisory relationship.

Maintain

5:

Get Your Free Review Or Insurance Quote 

We'll review any of your current planning or insurance for free! 

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UT Licence #: 632810 

CA License #: OD19373

AZ License #: 3991633

NV License #: 3481760

CO License #: 622146

ID License #: 747246

OR License #: 3391633

TX License #: 2493341

© 2020 ESTATE PROTECTORS - ALL RIGHTS RESERVED

CONTACT

Phone: 435.215.7925 x4 

Email: troy@estateprotectors.net

285 W Tabernacle St., Suite #102. 

St. George, UT 84770

WORKING HOURS

Mon - Fri: 8pm - 6pm

​​Saturday: CLOSED

​Sunday: CLOSED

Book An Appointment

Set a time to meet with us in our office or in your home.