There is no “I” in “TEAM”.  That is why we pride ourselves in working with some of the best financial institutions, consulting firms, attorneys, CPAs, insurance professionals and marketing firms.  Below are some of the amazing companies we have had the pleasure of working with:

InKnowVision: Integrity, Knowledge, Vision

InKnowVision is a national consulting and professional firm and a leader in the design and development of wealth transfer planning and income tax solutions for independent advisors who serve affluent families.  They provide powerful processes and tools to meet the needs of your affluent clients as well as practical applications of diagnostic and design solutions.  Their clients include attorneys, CPAs, financial planners and insurance professionals throughout the country. Continue to Website >>

BEI (Business Enterprise Institute)

Business Enterprise Institute is a membership-based organization that focuses on helping business advisors seamlessly integrate Exit Planning in their practices. BEI's comprehensive Advisor System provides members with all of the education, professional and software tools they need to grow their practice through Exit Planning. Continue to Website >>

Fortress: Family Office Group, LLC

They specialize in not only understanding the financial complexities facing you and your family but in devising high-impact strategic plans to safeguard your family's assets against litigation risks and to reduce excessive taxes while providing a holistic and coordinated framework for efficient wealth accumulation. Continue to Website >>

MidasNation

A community dedicated to helping business owners increase the value of their businesses by leveraging the body of knowledge in the books Private Capital Markets, Midas Managers, and Midas Marketing.  A goal of MidasNation is to positively influence as many people as possible. Continue to Website >>

The Heritage Institute

The men and women who make up the membership of The Heritage Institute (THI) come from many professional disciplines. What they share in common is their desire to provide a proven, credible process by which the individuals, families and organizations with whom they work can pass both their values and their valuables to the people they love and the causes they support. Continue to Website >>

National Network of Estate Planning Attorneys

More information coming soon regarding National Network. Continue to Website >>