We believe strongly in a team approach. As such, we encourage our clients to view us as their financial partner and financial "quarterback." We know how to identify your needs in a wide variety of financial matters — for those in which we have the necessary expertise, we will provide you with excellent service.
But if we believe your personal situation requires the services of an estate planner, we will refer you to a legal expert who specializes in just that arena. The same is true for taxes and insurance. In each case, we'll refer you to top experts to ensure you get the best advice and implementation assistance possible.
We only do what we do best.
And we never take a kickback or fee for referring you to another professional.
We put your needs first. We'll only do for you what we think no one else could do better. It's that simple.