For Professional Advisers

We have significant experience in helping clients introduced to us by Attorneys and Accountants. We understand the importance of enhancing your client relationships with supportive financial planning. We are here to supplement the confidence your clients have in your abilities and will work with you to ensure your clients expectations are met in full.

In addition to advising professional practices and their clients, we offer financial advice in the following areas:

Retirement Plans and Divorce

We have in-depth knowledge of the pension, IRA, 401k and 403b marketplace. Prior to a divorce settlement we can help you and your clients understand the true "value" of retirement benefits. Following settlement, we are able to provide financial advice either on the investment of a retirement plan credit, or on how to rebuild following a debit.

Trustee Investments and Review

Trustees have a number of responsibilities, including the need to keep investments under review, consider appropriate diversification, consider the suitability of investments for the individual trust, and the need to seek professional advice from a qualified financial adviser.

With our in-depth knowledge of commerce, accounts and finances, we are able to provide a comprehensive range of financial services to trustees.


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	For Professional Advisers We have significant experience in helping clients introduced to us by Attorneys and Accountants. We understand the importance of enhancing your client relationships with supportive financial planning. We are here to supplement the confidence your clients have in your abilities and will work with you to ensure your clients expectations are met in full. In addition to advising professional practices and their clients, we offer financial advice in the following areas: Retirement Plans and Divorce We have in-depth knowledge of the pension, IRA, 401k and 403b marketplace. Prior to a divorce settlement we can help you and your clients understand the true "value" of retirement benefits. Following settlement, we are able to provide financial advice either on the investment of a retirement plan credit, or on how to rebuild following a debit. Trustee Investments and Review Trustees have a number of responsibilities, including the need to keep investments under review, consider appropriate diversification, consider the suitability of investments for the individual trust, and the need to seek professional advice from a qualified financial adviser. With our in-depth knowledge of commerce, accounts and finances, we are able to provide a comprehensive range of financial services to trustees.