The Ultimate Estate Planner, Inc.

www.ultimateestateplanner.com

The Ultimate Estate Planner, Inc. was formed by Philip J. Kavesh in September 2004 under the business name, the "Missing Link" Boot Camp. His initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof. The Ultimate Estate Planner, Inc. has expanded upon these original "Boot Camps" to provide practical, tested and proven technical and marketing products to help estate planning attorneys and financial advisors throughout the country build their practices.

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The Ultimate Estate Planner, Inc. was formed by Philip J. Kavesh in September 2004 under the business name, the "Missing Link" Boot Camp. His initial Boot Camps were designed to provide estate planning attorneys and financial advisors an intensive, all-inclusive, 2-day training where both advisors were linked together to implement new, cutting-edge trust products and effectively learn how to create a successful multi-disciplinary model, integrating both estate and financial services under one roof. The Ultimate Estate Planner, Inc. has expanded upon these original "Boot Camps" to provide practical, tested and proven technical and marketing products to help estate planning attorneys and financial advisors throughout the country build their practices.

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Country

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State

California

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City (Headquarters)

Redondo Beach

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Employees

1-10

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Founded

2004

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Practice Success Coach

    Email ****** @****.com
    Phone (***) ****-****

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