Let’s first talk about you, your situation, your goals and where you need help.
You specify our level of support on a case-by-case basis. Our desire is simply to be the best strategic partner for you whenever you need us. We can be as ‘up front and center’ or ‘behind the scenes’ as you desire. How some advisors position us with clients:
I partner with a team of professionals who I feel are the best in their respective disciplines to deliver comprehensive planning to clients like you. Even though they aren’t located in my office, we coordinate seamlessly to deliver an enhanced, exceptional client experience.