Coordinated Solutions

We believe it is critical for all of the client's professionals to be involved with putting the puzzle pieces together. With this in mind, we encourage interaction among us, on behalf of our mutual client.

Nothing is more frustrating than when one professional does not know what the other is recommending. For example, the CPA hates to be the bearer of bad news regarding capital gains taxes that a stockbroker caused, and an attorney needs time to draft or review documents before the insurance agent applies for the insurance.

We firmly understand these frustrations and commit to working closely with you in coordinating our mutual clients' financial affairs. If your clients' current financial professionals don't believe in this philosophy, then maybe they would benefit from talking with us.

A team approach is oftentimes the most beneficial approach for everyone involved, resulting in better client experiences.