Strategic Partners
To provide a higher level of service that saves clients time and/or money, we work in close partnership with our clients and their other professional advisors. We’ll work with a client’s current advisors, or if they wish, suggest appropriate advisors for their needs – it’s always the client’s choice. To prevent potential conflicts of interest, we neither provide nor receive any compensation from other advisors. Below are some suggestions with links to their websites – as a professional courtesy, please let them know we referred you:
Accountants
Advertising
Attorneys (by specialty)
Bankers
Business Operations
Computer Consultants
Mortgage Brokers
Property/Casualty Insurance
Real Estate Agents
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