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25. Warner Lewis III (LGB '75)

Posted By Alumni Office, mardi 28 juillet 2015

Warner Lewis IIILife Planning Group, LLC

> Founded 1994
> www.lifeplangroup.net

  

1. What is your company’s product/service?
Legal Document Preparation Services, including 1) Estate Planning (wills, trusts, powers of attorney, advance medical directives); 2) Business Planning (corporations, limited liability companies and partnerships); and 3) Asset Protection Planning (irrevocable trusts and multiply-owned holding companies).

2. Where was it founded and where do you now have offices?
Founded and headquartered in Scottsdale, Arizona; 7,000(+) clients reside in 34 states and multiple foreign jurisdictions (Europe, Canada and Mexico). 

3. Number of employees at peak (and now)?
21 employees at the peak; we are currently accomplishing more with fewer employees due to advances in technology and productivity.

4. What was the hardest thing about building the company?
Finding, developing and retaining top talent.

5. Where do you see your company in three years?
We anticipate strong growth from deepening and expanding our strategic alliances with local, regional and national referral partners, including banks, accounting and brokerage firms, real estate sales, title and mortgage lenders.

6. Do any other Ecolint alumni work with you?
No, unfortunately, none at this time.

7. In what ways (if any!) did your Ecolint education help you in founding a company?
I learned self-confidence (fearlessness) self-reliance (can-do attitude) and persistence (keep moving forward) at an early age, which enabled me to attract good people to my cause and turn my vision into reality.

 


 

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Tags:  Arizona  business  estate  legal  planning  USA 

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