At Ross-Petcovic Team we prioritize rapid responses to our clients' questions, whether it's a simple phone call, email request, or complex action item that needs immediate attention. We believe our clients love our comprehensive financial knowledge: from estate tax strategies to businesses succession to retirement / investment planning and more. We try to identify huge opportunities and coordinate actionable strategies with our clients. Have you ever had your estate attorney, CPA, insurance agent and investment advisor all in the same room at the same time? If not – our collaboration of services will impress you and help you to optimize your overall wealth management plan.