Sophisticated clients expect seamless advice from their professional advisors. I will be the quarterback of your team of advisors utilized to ensure that you reach all of your goals, financial and otherwise. We will include in our analysis a discussion regarding issues involving estate planning including any insurance needs you may have.
Similarly, I work with business owners by utilizing a similar philosophy. It's important that business owners consider all the ramifications of their decision-making including the impact on their business, their personal financial goals and the well-being of their employees.