Partnering with attorneys, CPA's and other professional advisors.

We value your expertise and welcome the opportunity to collaborate with you to develop cohesive solutions for our mutual clients. When the focus of your clients’ needs is estate planning, we are well versed in working with your clients and their beneficiaries.In addition, we recommend outside advisors to our clients who exhibit an expertise in specialties ranging from law to accounting to insurance. We would be happy to discuss the potential of working together. Below we have provided a list of resources you may find useful.

In addition, we recommend outside advisors to our clients who exhibit an expertise in specialties ranging from law to accounting to insurance. We would be happy to discuss the potential of working together. Below we have provided a list of resources you may find useful.

Resources for professional partners.

White Papers

Government and related sites

Raymond James Trust N.A.

Building an estate is one thing. Protecting it so that it can meet your needs and then be passed on to your heirs is quite another. Trust services can offer the support many investors require when it comes to providing for their own needs, or the needs of their loved ones, and passing their estates on to their heirs.

Learn more about Raymond James Trust company.

Raymond James Trust - Information For Attorneys

Read “The Enhanced IRA: A Guide For Attorneys”

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


There are no traffic jams along the extra mile.
Roger Staubach