Get the power of collaboration working for you with a fiduciary financial planner. We collaborate with your existing advisors or recommend advisors in the areas you need if you don't have them. We work as your financial quarterback, coordinating the work between your estate planning attorney, tax preparer and insurance agent. Often times, we are the ones following up to make sure their advice is implemented. Our financial planning professionals work with your tax, insurance, legal and estate planning advisors to help facilitate the implementation of their advice and identify circumstances when you will need to reach out to them for their expert advice. We can maintain copies of all your significant documents, so we can coordinate the financial, legal and tax implications of significant events in your life.
