Over the years, we have developed strong relationships with professionals and firms that assist us and you in your pursuit of financial freedom. Though our alliances touch on many different areas of your life, they all have one thing in common with each other and us. We all are singularly focused in always putting your interests first.
It’s important to point out that while we work very closely with all of our strategic partners, there are no formal or informal commitments to work only with or continue working with any of them. And there is no compensation to or from any of our alliances.
Your Advisory Team
The wealth management process works best for you when all of your professional advisors work as a team. A well-coordinated effort among your team enhances your well-being so that you worry less, work less and have more time to devote to you family, friends and personal interests.
Many of our clients have long-standing relationships with their current advisors and wish for them to continue to be valuable members of their team. You can rely on us to work seamlessly with your other advisors and to organize your whole team.
Even if you don’t already work with other advisors, we have developed strong relationships with qualified professionals, local and nationwide. Our close professional network is ready to assist you.
Whether a pre-existing relationship or one we helped you form, we work directly with your:
Estate Planning Attorney – making sure that your investment accounts are set up consistently with your estate plan. Examples would be ensuring accounts are titled properly and named beneficiaries are consistent with the plan.
Income Tax Preparer/Advisor – making sure your financial and investment plan are being managed in a way that mitigates your tax burden.
Insurance Agent – making sure that your insurance coverage adequately addresses your risk.
You can save quite a bit of time and effort through our working with the other advisors on your team. Our collaboration and coordination ensures that we’re all on the same page, working together on your behalf.
Mutual Fund Strategic Alliance
We have a long standing relationship with Dimensional Fund Advisors (DFA). In fact, we have worked closely with DFA since our inception. We do not use DFA mutual funds exclusively, but do use them extensively.
Our relationship with DFA allows us (and you) to benefit from their ever growing body of information and research.
In 2015, Morningstar gave DFA a top Stewardship grade. Read their independent analysis here.