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Strategic Partners

Professional Partners

While Financial Planning is a multi-disciplinary profession, we do not prepare Tax or legal documents nor provide tax or legal advice. These are specific areas we coordinate with other professionals such as CPAs and Attorneys. We are happy to work with your existing professionals or provide you with referrals to qualified professionals.

Our broad network of professional partners also covers the following areas of need:

  • Trust Services
  • Mortgage- Both new home purchase and refinancing
  • Property and Casualty Insurance- Homeowner, Car, Recreational vehicles, Umbrella Liability, etc
  • Asset based Lending services thru Securities America’s affiliation with Goldman Sachs

*We do not accept referral fees from any other profession as this may constitute a conflict of interest.

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