We keep trusted advisors in the loop
If they choose, we let trusted advisors take the lead in client relationships. We encourage our client’s attorneys, financial advisors, CPAs and business managers to join us at meetings to build the initial plan, and in follow-up meetings to implement plan recommendations. We also offer many ways for advisors to reach us and to engage in the planning process.
For more information on how we collaborate with trusted advisors, please send us a message below. We will respond within 1 business day. For a call back, please leave a phone number and the best time to reach you.