Benefits of Becoming a Preferred Advisor

We encourage our clients to build out a team of professional advisors, including CPAs, Investment Advisors, Insurance Professionals, Trust Officers and Bankers.  We strive to build a trusting relationship with our client’s other advisors.  Working in collaboration as a team of professionals, our mutual clients benefit by knowing they have a well coordinated wealth plan.

PREFERRED ADVISOR BENEFITS

  • Referred clients receive a 10% discount on estate planning services
  • Receive a newsletter focusing on estate planning strategies, and tips
  • Use our firm as a resource to consult with, free of charge, on complex matters
  • Peace of Mind, knowing your clients will be well cared for

BECOME A PREFERRED ADVISOR TODAY

Simply complete and submit the Preferred Advisor Registration form.