We coordinate with our clients and their professional advisors (estate planning attorneys, CPA’s, insurance consultants, bankers, etc.) to help ensure efficient, integrated decision making. We will work hand-in-hand with your professional advisors to ensure that every aspect of your financial situation is considered. When you need a dedicated specialist, we will provide you with referrals that we feel are the best fit for your needs. We do not accept commissions or referral fees.