Additional Professional Services
As a financial advisor, it is my role to not only develop a plan but orchestrate and implement agreed upon proposals. In some cases, work must be completed by other accredited professionals such as engagements with tax professionals, estate attorneys, mortgage brokers, and any other line of work required for the financial plan. We have a partnership with multiple professionals listed below to help provide required services at the level of integrity and excellence that our clients deserve.
Small Business Booking Services
Useful for small businesses that need to allocate transactions and update statements, having your accounting managed separately gives you more time to manage your business effectively.
Melanie Reid
QuickBooks ProAdvisor and owner of Accurate Reid, she is an independent business owner who helps provide booking services to other professionals and clientele.
Estate Planning Services
The estate law experts that provide a suite of services that function as part of a detailed financial plan. Create trusts, get expert advice, consultation, and detailed estate transfer arrangements. There is complexity in the transfer of an estate and in the documents and process behind it.
Crain & Wooley
A dedicated team that provide estate planning services such as will and trust creation, probate, guardianship, and more. Beyond their free consultations, they differentiate themselves from competitors by providing extensive education into their documents and planning client’s estates
