Strategic Partners

We are not compensated in any way for our work with other professionals on behalf of our clients. The goal is to optimize the opportunities for success in the following areas of financial planning:

Estate Planning – Board Certified Estate Planning Attorneys

Estate plan creation and implementation, given our clients’ current retirement, medical and financial circumstances. Review and coordinate as needed for updates to the documents to ensure the latest objectives are incorporated into the plan.

Tax Planning – Certified Public Accountants

Tax planning and tax return preparation by certified full-time tax professionals, estimating future taxes, and coordinating tax payments throughout the year.

Cash Flow Planning – Banking and Mortgage Professionals

Comprehensive banking services, including home equity lines of credit and home (re)financing.

Asset Protection Planning – Independent Insurance Agents

Research to find the best vehicles available for health, life, disability, and long term care coverages.

Retirement Planning – Retirement Plan Administors

Design and administor company-sponsored retirement plans.