Collaborative Process and Resources

While remaining independent, we provide access, experience and the global intellectual capital of hundreds of resources through our affiliation with SagePoint Financial, Inc. one of the largest networks of independent financial advisors in the country.

We believe in a collaborative, in-depth discussion to define where you are today, where you want to be, and a TEAM approach to help you get there. We often help facilitate the process of bringing the relevant disciplines together. If you have other advisors (CPA, Attorney(s), Insurance Agent, etc.), it is important to coordinate the efforts of your team. If you don't have a team, we can help you construct one that is relevant to you and your goals... keeping YOU at the CENTER of the process.