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.