Referral to Allied Professionals

For services you might be in need of but our office does not specialize in, we can provide referral to allied professionals and resources. Sometimes it is to your benefit to permission us and your other advisors to talk with each other about your situation so we can coordinate your advice and services.

  • Accounting advice and tax services
  • Legal and estate planning
  • Life, disability, long term care insurance
  • Personal organizing and bookkeeping services
  • Counseling, clinical social work, or psychotherapy around money issues
  • Career counseling