You start by doing research any way you can.
   1. Internet (good but limited)
   2. Books
   3. The best way is to call Brian

There are two options:
   1. Schedule a complimentary conference call
   2. Face to face meeting (2 hours)

During a conference call, Brian will ask questions that will help him focus on the business owner’s goals and the strategies they may need to accomplish these goals. The business owner would then decide whether he would like to take this information and work with one of his own attorneys to initiate the plan or he take the next step; a face to face meeting.

A face to face meeting is best as Brian tends to illustrate these strategies using a dry erase board. Pictures are worth a thousand words. It is after this meeting that the business owner usually makes the decision as to either work with Brian or take the information and work with his or her own advisor.

We can help you define what you want to accomplish.
Whether you are a young family or business owner; executive, or professional, we are ready to talk with you about your estate plan and business plans.

Timing is essential to build a good plan.

Call me at (808) 591-4811 to arrange a meeting at my Honolulu or Anaheim offices:
 

1314 South King Street    Suite 1251    Honolulu, Hawaii 96814    (808) 591-4811    (808) 447-8898 (Fax)    brian.lee@ebusconsulting.com

888 South Disneyland Drive Suite 400 Anaheim, California 92802 (808) 591-4811 (808) 447-8898 (HI fax) brian.lee@ebusconsulting.com