Coordination with Other Professionals

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.

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