IPA RecommendedProfessional Partnerships
Financial Planning does encompass all the different components of your financial life. However we cannot be experts in all of those different components. As a result, we work closely with other financial professionals that will be able to assist you in your area of need.
Quite often we coordinate the introduction and sit beside you while we work with those other financial professionals. In doing so, we are able to simplify the work you have to do when working with that other financial professional. And hopefully keep your costs to a minimum. Below, you can find a link to the websites of many of our financial partners.*