COORDINATED TODAY. CONFIDENCE TOMORROW.
Integration is not an add-on; it is the foundation.
At ERPP estate retirement and financial strategies are coordinated to help protect what you've built, preserve clarity, and support the legacy you intend to leave behind.
Structured planning for professionals, business owners, and multigenerational families.
Education first. Coordination with purpose.
FLEXIBLE ENGAGEMENT OPTIONS BUILD AROUND YOU .
FOUNDATION PLANNING
Build a strong foundation with essential documents and trust coordination.
- Trust Establishment and Funding Assistance
- Essential Estate Documents
- Basic Asset Structure Alignment
- Ideal for straightforward planning needs
Structured Based On Scope*
COORDINATED PLANNING
Align estate, financial, and retirement plans for clarity and confidence.
- Comprehensive Plan Review and Coordination
- Beneficiary and Asset Alignment
- Tax and Income Strategy Integration
- Ideal for professionals and individuals seeking alignment
$8.,000-$12,000
ADVANCED LEGACY & BUSINESS SUCCESSION PLANNING
Build a strong foundation with essential documents and trust coordination.
- Advanced Legacy and Succession Planning
- Business and Real Estate Coordination
- Multi-Generational Wealth Strategies
- deal for business owners and complex estate situations
Structured Based On Complexity
Most Clients engaged ERPPE as the coordinated Planning level
INDEPENDENT PLANNING vs. ERPPE MODIFIED PLANNING
We do not replace attorneys – we help prepare clients for a more coordinated planning process.
HOW COORDINATED PLANNING NEEDS MAY DIFFER
Every individual or family approaches planning from a different starting point. The following examples illustrate how estate retirement and financial planning needs can vary depending on goals, complexity, assets and overall coordination needs.
FOUNDATION PLANNING
Pre-Retiree Couple Seeking Basic Estate Planning
Common Goals
- Family legacy discussions
- Retirement income and cash flow analysis
- Estate planning basics
- Limited trust funding guidance
PLANNING NEEDS
Trust established with basic coordinated
LIKELY ENGAGEMENT
Foundation Planning
COORDINATED PLANNING
Retirement & Estate Planning Family Seeking Greater Alignment
- Retirement goals feeling disconnected
- Business succession planning
- Refining estate planning strategies
- Integrating tax planning
Enhanced coordination between financial and estate planning strategies
Coordinated Planning
LEGACY & BUSINESS SUCCESSION PLANNING
Business Owner & Entrepreneur High-net-worth Family
- Business succession concerns
- Multi-generational family coordination
- Estate tax mitigation
- Family legacy preservation
- Charitable giving
- Business entity and ownership structure review
Advanced coordination designed to align estate, business, and legacy goals
Legacy Planning
These examples are provided for educational purposes to illustrate how planning needs differ based on individual circumstances. Actual planning recommendations vary depending on goals, complexity, assets and overall coordination needs.
NEXT STEP OPTIONS
15-MINUTE FOCUSED REVIEW (FFR)
A brief conversation to clarify current position and next steps.
30-MINUTE COORDINATION REVIEW (CFR)
A more detailed discussion of key financial areas.
60-MINUTE COMPREHENSIVE CONSULTATION (CFR)
For more complex situations, including:
- Business owner
- Multiple properties or multi-scale assets
- High value estate
- Existing trust structures requiring coordination
Scan to schedule:
Calendly.com/ferique
The consultation fee is applied toward service if you choose to move forward within 12 months. To dye email all directly pictures revealed during the session.If additional discussion is needed, a separate consultation may be scheduled.
ERPPE PLANNING STRUCTURE
A proven process for clarity and coordination
PLAN
Create a clear, coordinated plan for your financial future.
PROTECT
Safeguard your assets, legacy and loved ones.
PRESERVE
Maintaining and growing your wealth for future generations.
PROVIDE
Provide for the people you love and the legacy you intend.
