Professional Collaboration

We work closely with other professional advisors, including certified financial planners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe that collaborating with professional colleagues allows each professional advisor to better serve the needs of our mutual clients. To accomplish this, we have created Connect2A.com an electronic personal information form and data manager that enhances relationships and increases office efficiency during the planning process. Connect2A.com allows us to work together with other professional advisors by allowing us to electronically share, with the client's permission, personal and financial information.