Who you work with matters
An essential aspect of our optimization process is collaborating with like-minded CPAs, estate attorneys, mortgage brokers, and real estate professionals. While our partnerships extend beyond these professionals, they represent our closest alliances in serving our clients.
Our partners share our commitment to serving clients in a fiduciary capacity. They are dedicated and proactive in ensuring each client’s best interests are prioritized. We do not collaborate with complacent individuals, nor do we receive any compensation for our referrals. Our sole aim is to provide our clients with exceptional service; that, in itself, is our greatest reward.
We understand that a comprehensive and sustainable financial plan must address income and distribution strategies, tax planning, risk and debt management, as well as estate and legal considerations. Our partners play a vital role in this process, ultimately empowering our clients to achieve their financial independence.
The professionals we work with include but are not limited to:
- Estate Planning Attorneys
- Accountants- CPAs & EAs
- Mortgage Brokers
- Business Brokers
- Residential Realtors
- Business Attorneys
- Property & Casualty Insurance Brokers
- Health Insurance Brokers