Broker Check

Our Strategic Partners

Strategic Partners

The financial confidence that our clients have come to expect from our relationships frequently involves a plan and planning techniques that require a collaborative problem solving approach. We welcome the opportunity to work with our client’s other advisors. However, should the need arise we call upon our own vetted partners, individuals and or organizations, to access a robust mix of services and tools to develop action steps in defining and implementing a comprehensive plan. Below are partial list of our planning and administrative partners.

<!-- x-tinymce/html --> <sup>Pacific Southwest Financial<br /><br /></sup> <sup></sup>

Pacific Southwest Financial

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<!-- x-tinymce/html --> <sup>Lincoln Investment<br /><br /></sup> <sup></sup>

Lincoln Investment

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<!-- x-tinymce/html --> <sup>Capitas Financial, Inc.<br /><br /></sup> <sup></sup>

Capitas Financial, Inc.

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<!-- x-tinymce/html --><sup>Wealth Management Partners, Inc.</sup>
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Wealth Management Partners, Inc.

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<!-- x-tinymce/html --><sup>&#160;<!-- x-tinymce/html -->Actuarial Benefits Corp.</sup><a href="https://s3.amazonaws.com/static.contentres.com/media/documents/31aedbbd-afbb-4a1c-a318-f58c63158a6d.png" target="_blank" rel="noopener"></a>
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 Actuarial Benefits Corp.

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<!-- x-tinymce/html --><sup>&#160;</sup><!-- x-tinymce/html --><sup>The Blake Group</sup><sup></sup>
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 The Blake Group

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<!-- x-tinymce/html --> <sup>Carol Johnston</sup><sup></sup>
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Carol Johnston

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<!-- x-tinymce/html --><!-- x-tinymce/html --> <sup>Jeremy Pelphrey</sup>
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Jeremy Pelphrey

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