Consulting Services for Financial Services Professionals
In addition to providing Planning, Investment and Retirement services to individuals, businesses, and non-profit organizations, I offer consulting and support services for:
- Certified Public Accountants (CPAs)
- Certified Financial Planners (CFPs)
- Estate Attorneys
- Tax Attorneys
- Mortgage Brokers
- Third Party Administrators (TPAs)
Background
In the normal course of serving my clients, the work I do is often performed in coordination with the work of other professionals retained by my clients. For example, most of my clients have long-term relationships with a CPA firm. Many utilize the services of Certified Financial Planners, estate attorneys, and tax attorneys. A significant number also utilize the services of mortgage brokers and Third Party Administrators.
In May of 2003, as a natural outgrowth of
I Can Help
If you are a financial services professional seeking to expand the scope of the personal and business financial services and products you offer to your clients, I can help.
My understanding of your areas of expertise, my willingness and ability to learn more, and my ability to facilitate your growth in the areas of my core competencies all combine to make me an excellent partner for you as you seek to expand your practice and offer guidance and comprehensive financial solutions for your clients.
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