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5 Confidential Client Discovery Guide-2012

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Your Virtual On-Demand Back Office for Advanced Case Planning

We help top planners attract and retain more ideal financial and estate planning clients by helping them deliver transformational experiences to their clients. We are a virtual on-demand advanced back office. Since 1996 we’ve been involved in more than 500 client situations with net worths from $10 million to over $300 million.

Wealth Design Consultants

910 Viking Sunrise Lane
Westfield IN 46074
Toll Free: 888.703.3900
Local: 317.571.3616
Contact Us Today

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