WHO WE ARE | Our Strategic Partners

Click here to get

We know some great folks we value and trust and partner with as the need arises. We love their expertise, the way they think about financial matters, and the way they live in the world.

  • Savvy Social Security – Social Security Benefits Consulting
  • Financial Independence Group – Insurance & Annuity Consulting

As an independent Financial Fiduciary, it is our duty to help protect our client’s best interests by clearly separating financial planning, investment management, custody, and oversight duties. To that end, these independent entities are responsible for fulfilling various obligations to our clients.

  • VanWeelden Wealth Management, LLC – Investment Planning & Portfolio Management/Oversight
  • Charles Schwab – Securities Clearing & Custody
  • Third Party Money Managers – Account Management

“How do I ensure my estate will not be decimated by long-term healthcare costs?”