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We want to be a robust resource by making an effort to maintain relationships with other professionals that can help serve our clients.
These include:
- Attorneys (estate, real estate, family, etc)
- Accountants and Tax Preparers
- Medicare Plan Advisors and Benefits Brokers
- Mortgage Lenders
- Realtors
- Home/auto Insurance Agents
- Senior Planning Professionals
Our philosophy centers around knowing diverse specialists to guide our clients in the many types of financial and personal planning.
We're always looking to expand and add new connections!
How we work with other professionals :
- First, we're all Virtual! So we can work with people nationwide.
- We will make every effort to vet allied professionals to ensure they share our business values.
- We respect client privacy; therefore, we treat their information as confidential at all times.
- We'll coordiante collaboration to make planning a smooth process for the entire extended team.
What we in-turn expect from our Allied Professionals and Referral Network:
- We ask that you respect our relationship with our clients and keep us in the loop during decision making, so we can best provide them with financial advice.
- Because our professionals are vetted and referrals made with our clients' values in mind, we ask that further referrals be coordinated with our team.
- We are providing services that must follow strict industry regulations and we're often working with deadlines. For this reason we ask for open, honest, and timely communication.