Related Professionals

If their situation merits it, I urge all of my clients to seek the guidance of professional, trustworthy experts, such as attorneysrealtorstax preparersmortgage brokerstrust officers, orinsurance agents.  The role of the financial consultant is often to complement or coordinate the efforts of these other professionals, and that is why I am happy to consult with your other advisers, or to recommend a professional if you need one.

By the way, if you know a professional in these or other areas who deserves a recommendation, don't keep them a secret!  Please send me their name, profession, and contact information, and I will contact them about the possibility of adding them to my network.

Thank you!