The scope of financial planning is much too broad for any one person to have complete mastery in all of its component areas. We work with a team of outside specialists for the benefit of our clients. We meet with our expert panel periodically to review client cases; strategizing to develop recommendations that make sense when all of the areas are taken into account. Our clients benefit by having experts in each area that are working together in concert.
Your Financial Plan Wealth Manager is the panel leader; other members include an estate planning attorney, an advanced insurance specialist, and a CPA. At times other specialists such as a mortgage broker, qualified plan administrator, or business evaluation specialist may be invited to sit on the panel.