Our firm was built on the premise that in order to truly deliver comprehensive
asset protection planning services, it takes a specialized group of individuals
collaborating as a team. The unique integration of our professionals allows
us to deliver a highly regarded planning process which helps our clients
to get Organized, Updated and Protected across a diverse set of planning
The four cornerstones of our comprehensive planning process are:
- Intense Engagement: Effective engagement allows us to listen to and understand
our client’s needs. This comes at the start of all of our client
relationships and assures clients we are fully in-tune to their objectives.
- Solid Construction: Our team will build a personalized planning blueprint
for clients. Our blueprint benefits clients by laying out a coordinated
plan that “pulls it all together”.
- High-End Delivery: Our team excels at delivering planning services with
efficiency and thoroughness which helps clients to complete the planning
while staying focused on their day-to-day responsibilities.
- Incredible Service: Our whole team is focused on providing a world-class
level of education and service to all of our clients on an on-going basis.
With BarthCalderon, clients have a resource for life.