The Coyle Company

Services

Only through diligent, ongoing service will a client’s goals ultimately be achieved. Presently, there is no added fee to our clients for the services we perform, to include:

Financial Modeling to Analyze Estate Plans

Estate planning involves the complex interaction of many financial instruments, all weighed against a client’s needs and personal goals. To help our clients get a handle on this often daunting process, The Coyle Company conducts comprehensive technical modeling that allows you to actually see how different estate decisions affect the overall financial picture, and impact individual family members.

Among the financial strategies we can model:

Our proprietary software can model different financial scenarios, arriving at a plan that satisfies each client’s objectives. But most importantly, we continue to update our clients’ estate plans as needed, to monitor the influence of changes in the tax law, financial markets, or other factors.

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