Broker Check

Our Strategic Partners

Strategic Partners

The financial confidence that our client 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 or services and tools to develop action steps in defining and implementing a comprehensive plan. Below are partial list of our planning and administrative partners.

Pacific Southwest Financial

Click Here

Lincoln Investment

Click Here

Capitas Financial, Inc.

Click Here

Wealth Management Partners, Inc.

Click Here

 Actuarial Benefits Corp.

Click Here

 The Blake Group

Click Here

Carol Johnston

Click Here

Jeremy Pelphrey

Click Here