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Collaboration

One of the assets of the firm’s value proposition is the degree to which we employ collaboration both internally and externally. Our team includes highly qualified individuals with credentials such as Certified Financial Planning, Certified Financial Analyst, J.D., and M.B.A., as well as tenured veterans of the life insurance and financial services industry. In keeping with a client centered focus, we encourage and prefer an open dialogue between our team and the client’s current advisory professionals, including CPA’s, Attorneys, and existing Financial Professionals. Only in this capacity is one assured that all parties involved in creating their plan are working on the same page with a common goal in mind…The Client!