"The financial model that we use in our process covers all aspects of your personal finances. This often necessitates the coordination of services and products provided by other professionals who contribute to the re-engineering of your model. Behind the list of industries below, you will find professionals who we recommend to the people with whom we work and a brief description of their services. While this list is not exhaustive, we feel confident that the individuals we've profiled will provide the kind of high-quality, relationship-oriented professional services that you deserve."
Property & Casualty Insurance Agents
Attorneys
Pension Specialists
CPAs
Real Estate Agents
Mortgage Banking
Ancillary Business Services
Velocity Partners