Comprehensive financial planning requires the careful integration of many facets of your life and various financial vehicles. No one person could know everything. That is why we partner with other experts in the field.
Some of our partners include:
Brokerage Firms
Mutual Funds
Annuity Companies
Affiliates
- Ortner, O'Brien, and Ortner Advisory Group, Inc.: Wealth management partners.
- JR Patterson & Associates, LLC: Enrolled Agent
- Various local estate attorneys
- Todd Peterson: Health Insurance Planners
- Jamie Black Group
- Mowery Insurance
- The Paula G. Company: Coaching and Web Development