When working with clients to achieve their “perfect day”, I know that other professional advisors will be called upon to see that the client’s overall goals are met. These professionals may be related to our work, but they certainly specialize in areas where we do not have that particular expertise. To that end, I have developed this association of “Professional Partners”

These individuals who, like us, work along side the client to help meet the client’s lifetime goals. That is, the desire to live for the “perfect day”. I actively refer clients to these partners in order to get “team results” that benefit the client. If our client already has a relationship in one of these areas, we create a dialog with those existing “team members” to insure that all parties have the client’s best interest at hand.

Additionally you find a list of other services that may be helpful to you, in finding your “perfect day” to include non-investment related partnerships.