It’s not possible to be all things to all people.
We’re smart enough to recognize when the appropriate course of action is to outsource – both for our clients and ourselves. Our top priority is the overall strength of our client’s financial plan. Thus, whenever appropriate, we make the proper recommendations for outside CPAs, estate attorneys, and the like. We become the quarterback for our client’s comprehensive financial plan, so we can all work together as a team to help pursue our client's goals.