Broker Check

I already have a lawyer and an accountant. Why would I need your services?

In the medical world, patients don’t make life-altering decisions without a second opinion.  When it comes to decisions that will affect generations to come, we wouldn’t recommend it either.  Furthermore, we do not replace your lawyer, accountant or banker.  We work alongside them.  In fact, we consider it our responsibility to coordinate efforts with your team of advisors and we will assist you in meeting with them.