WES logo The Wealth Enjoyment System® utilizes the Trusted Advisor Brainstorm™ approach to achieve the same Mayo Clinic-like results for your estate plan. We gather all the trusted advisors together to form a congruent consensus on the best estate planning options to pursue for you. To learn more
click here
trans
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

advisors

conflicting advice

You’ve probably heard of the Mayo Clinic.
Do you know what makes the Mayo Clinic so famous?

One of the biggest problems in medicine today is that when a patient goes to see their doctor about a medical problem, their doctor often sends them to see several specialists. These specialists usually give the patient differing advice on what they need to do to treat their condition. This conflicting advice makes it difficult for the patient to make the best choices.
Mayo Clinic
The Mayo Clinic addresses this problem by gathering all the different specialists together to confer about the problem so that they can come to a consensus as to what the best options are.

You have similar problems with your estate planning advisors.

You visit their attorney, CPA, Asset Manager, and Life Insurance professional and you get differing opinions on how to plan your estate.

Do you believe that a similar, Mayo Clinic-like approach would enhance the estate planning process?

Well, The Wealth Enjoyment System® utilizes the Trusted Advisor Brainstorm™ approach to achieve the same Mayo Clinic-like results for your estate plan.
We gather all the trusted advisors together to form a consensus on the best estate planning options to pursue. Call us at 1-800-725-6511 to learn more.

back to top

We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.