Clients appreciate seeing the big picture and real financial impact of their opportunities prior to making decisions. In the past perhaps your client was prone to consider legal, tax, investment or insurance opportunities separately. For insurance programs, perhaps they were shown illustrations from the insurance company yet they weren’t given the ability to see how a policy may impact their total financial and estate situation.

At Jones Lowry, we combine all factors into straight forward single-page diagrams. All advisors see the totality. Clients appreciate the thorough nature of our collaboration.