We believe that communicating with your tax professional and attorney is the best way to keep your tax, estate and investment planning in clear focus.

Many of our clients already have tax professionals and attorneys, and we are more than happy to work along side them to build the best financial plan for you.

What if you don’t have a tax professional or an attorney? Not a problem, we work with plenty of both, as well as people in other professions that we would be happy to refer you to.

• We work with our clients’ tax professionals and lawyers to help you make decisions that are best for you.
• Is it tax season? You will be provided with all the necessary documents needed for you and your tax professional to file your return.
• We work with our clients’ attorneys to make sure accounts are titled and set up properly when forming a trust. If you make any revisions, we will be there along the way to make sure all updates are made to your accounts.