What sets you and BLRS apart from other planning firms?

We always tell people that we’re large enough to serve them, yet small enough to know them. Consequently, at our firm, impeccable client service is by far the highest priority. We understand that the clients we serve have plenty of choices of where to do business, but they choose to do business with BLRS because of our attention to detail and the exceptional service we provide. We don’t have an army of secretaries screening the phones. When you call, you can expect and will receive prompt, courteous service. If we happen to miss your call, know that all calls and emails are returned within minutes and hours, not days and weeks. This assures our clients prompt turnaround, efficient service, and the highest quality of advice. We also have made a promise to our clients to limit the amount of new clients we accept. At present we have 62 private clients and will only accept 13 more. Once these 13 additional openings are filled, we will not accept any further clients. We also show up on time. We do what we say. We say please and thank you. It’s these common courtesies that consistently set us apart because they are lacking in most companies today.