Q. Why the Rushmore GroupTM?
A. With nearly 25 years in the business and estate-planning industry, the Rushmore GroupTM is well-qualified to handle the financial and legacy aspects of your personal finances as well as your business. What puts Rushmore ahead of the pack is its complete approach-the combination of life and business management.
Q. I don’t know that I’m committed to the entire process. Can Rushmore provide direction for just my business?
A. Certainly. Although we recommend that our clients approach working with us from both the business and the personal standpoint, we are happy to provide assistance with only business planning, estate planning or any of the other services we provide.
Q. How does Rushmore GroupTM choose the advisors in its network?
A. We approach experts with proven success in their fields. Whether it’s benefits administration for your company or producing a documentary of your life for future generations, you’ll be working with advisors who are results and solutions driven.
Q. How do you charge for your services?
A. Every situation is unique. Once we have an idea of what you want to accomplish, we will put together a comprehensive package that identifies what is required and how much your investment will be.
Q. How do I get started?
A. Please take a minute to submit this questionnaire designed to provide us with an overview of where your interests lie. In addition, we would welcome the opportunity to speak with you directly about your specific concerns and ideas. 800 824-3911
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