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

• Search Engine Optimimaztion