Collaboration

We are continuously looking for ways to ensure that the products we provide are top of the line and that the service you receive is exceptional. Our team of financial professionals consistently collaborates and keeps open lines of communication with one another. This allows us to build off each other’s strengths, unique backgrounds, and past industry experiences. Additionally, we have frequent communication with other leaders and entities in our industry in order to keep a fresh, new perspective.

We have aligned with LPL Financial as our chosen Broker-Dealer. They are the largest independent broker-dealer in the world and provide us with the tools we need to develop meaningful, long-term client relationships. We have also partnered with NewEdge Advisors, a registered investment advisory firm who effectively supports our practice management and business needs.

We maintain open lines of communication with the CPAs, Estate Attorneys, Bank Lenders, and other professionals in your life. For a financial plan to be complete and sustainable it must address issues around income and distribution strategies, tax planning, risk and debt management, as well as estate and legal concerns. Relationships with these professionals are a key part of helping you pursue financial independence.