STEP #2: PICK A TIME & DATE THAT SUITS USING THE CALENDAR BELOW.

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TESTIMONIALS

What My Clients Are Saying

BRAD

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“Working with Tom Kelly to set up our family foundation was an absolute breeze! Tom's and his team made the entire process incredibly smooth and stress-free. From the initial consultation to the final setup, he ensured every step was easy to understand, easy to follow and they handled everything for us. We couldn't be happier with the results and highly recommend Tom to anyone looking to establish their own family foundation.”

TERRY

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“I used this process because I was concerned with how my grown children would spend my money after I pass. A trust doesn’t guarantee my wishes unless I hires an attorney or banker to manage it for me. That’s what led me to connect with Tom and his team. I followed this process to set up my own family foundation, and now, I can pay my kids’ salary until the day THEY die.”

MAX

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“I am continually learning things from Tom. The way he runs his business is incredible. Working with someone like Tom, who can actually execute, is great. He has real awareness.”

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