Strategic Partners

Coordination Across Your Entire Financial Life

Through LPL Financial and our other professional partners, we are able to provide you with the national resources you require with the caring, attentive service you desire.

We help coordinate all aspects of your financial life and provide access and referrals to professional services expertise within and beyond our own industry to help coordinate the many aspects of your life and your needs. These may include: mortgage and real estate brokers, property and casualty insurance specialists, estate planning attorneys and elder care resources, among many others. We also offer the broadest platform of non-proprietary investment products and access to the nation’s leading portfolio managers through our relationship with LPL Financial.

CPAs and Attorneys

We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. We work with our clients’ CPAs and attorneys to help ensure important financial decisions are not being made in a silo. We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.