In addition to financial planning and investment services, we offer you access to additional services through professional partnerships and alliances that have been cultivated throughout years of service to our clients. This allows us to quickly assemble professional teams to serve your needs, no matter how complex. We have selected each of our partners based on their commitment and track record in practicing their chosen discipline according to high standards of ethics and integrity.
Our professional associates excel in their particular specialized fields of experience, including:
- Taxes and accounting (CPAs)
- Legal disciplines
- Mortgage banking
- Real estate
- Trusts and estates
Through our relationship with LPL Financial we offer the broadest range of non-proprietary financial services, including alternative investments, to ensure clients have access to the right investment products for their needs. We are also happy to work closely with your existing CPA or attorney, ensuring coordination of the advice you receive across your tax and estate planning needs.