Effective financial strategies often require a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
fee-based financial planning
investment advisory services
access to investment management programs
diversified, global asset management firm
multi-boutique business model
30+ professional specialists in law, taxation, accounting, business, insurance, finance, and philanthropic planning
a mutual insurance company since 1845
a Fortune 100 company
protection-first planning strategies