Estate Planning Institute

The Estate Planning Institute understands the importance of action oriented planning when it comes to the present and future direction of you assets.  How should they be invested?  How can they be protected?

CORE VALUES

• Seek relationships not transactions.
• Build client relationships on confidentiality, trust, and performance.
• Do what is right, and is in the client's best interest.
• Strengthen families through a multi-generational approach to investing and planning.
• Match money to life purpose.  Money is a tool.
• Draw wisdon from time-tested sources, such as the Bible and America's Founding Fathers.

STANDARDS AND GOALS

• Be bright, be brief, and be gone.  A client's time is precious.
• Be on time, deliver on promises, and finish what is started.
• Listen intently, communicate clearly, and suggest thoughtful solutions and implementation strategies.
• Help clients automate, delegate, and simplify their financial lives.  Attend to the details.

The Nautilus Group⁴ consists of over thirty staff members, including professionals with credentials in accounting, law, insurance, and finance, who create plan options to be evaluated by Michael Daly's clients and their corporate and personal advisors.

⁴The Nautilus Group, a service of New York Life, maintains a natinoal resource center in Dallas, Texas, for the exclusive use of their 200 members nationwide.  Michael Daly is also a member agent of Nautilus Plus, a prestigious entity within the national group, with membership limited to 25 agents.  The Nautilus Group does notoffer legal, tax or accounting advice.  Their role is to educate and motivate clients and their advisers in addressing critical planning issues.