PROFESSIONAL RELATIONSHIPS:

Our professional relationships are a key part of the process and ultimately help our clients reach their fullest potential around financial independence. We establish relationships with other individuals like the professionals below to better serve you:

• Andy Majkut - CPA - www.majkutcpa.com
• Joesph Motta - Estate Planning Attorney - www.josephlmotta.com
• USA Financial - usafinancial.com
• Jeffery H. Smith, CBC - Property/Casualty Insurance - www.inspartners.com
• Bruce Westlake - Medicare - Benefits