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The Value of a Holistic Advisor

Traditionally, the approach within the financial services world has been segregated. High net worth families receive holistic planning. They have a CPA or accountant, a broker or investment manager, an insurance agent, and an attorney. All of these professionals work together to create a plan on behalf of that high net worth family. Contrast that with the middle class and middle-class millionaires; they too have all of these professionals, but they all operate in silos. There is little to no communication or interaction amongst these professionals on their clients’ behalf.

We believe it is essential for the middle class and middle-class millionaires to have access to a well-coordinated and holistic financial planning experience, and we have made it our mission to provide those services.