Strategic Relationships With Your Other Advisors

We will team with your other professional advisors including:

Attorneys

Responsibilities include preparation of wills, powers of attorney, and trust documents. Typically they will also provide estate planning and tax advice.

Accountants

Responsibilities include preparation of individual and corporate annual tax returns. Accountants also provide audit specialization and tax planning advice.

Business Insurance Professionals

Responsibilities include assisting business owners with insuring their business. They also assist in the acquisition of life, health and disability coverage.