Our Method
First Joe will gather information. His office will schedule the free telephone consultation and inform you of what to have in front of you in order for Joe to determine if he can help you. After the initial free telephone consultation, if you feel Joe can help you, there is a onetime, lifetime, tax-deductible consultation fee to utilize Joe’s services. This fee includes Joe’s written recommendations (including any sample forms and accompanying articles that you may wish to present to your existing legal advisor), all future review telephone consultations and an annual tax newsletter to keep you up to date on any tax changes.
However, if you are displeased with your current advisors Joe also has a network of attorneys, paralegals and accountants in all fifty states that will help you implement his recommendations. The onetime, lifetime fee includes the drafting of your and your spouse’s (if married) pour-over wills, family living trust or separate living trusts, living wills and durable power of attorneys (financial and medical) as well.
No doubt, he’ll show you some things you never thought of before. Things your attorney and accountant have overlooked. Ways to save thousands, even millions of dollars. Things that Gandolfo does himself. In short, you really can’t afford to overlook the ideas stored in his head. And that’s what he is selling…ideas that will save you money and pay for his service many times over.
