Our Partners
In order to serve you as comprehensively as possible, we have come alongside two incredible business partners who fit our vision for serving you well.
Link Wealth Strategies
Financial Services Partner
We've partnered with Kyle Johnson and his team at Link Wealth Strategies for more than a decade. They take to heart serving clients with a tax-intelligent approach to investment and financial services needs. Give us a call to let us review your financial plan with Kyle and his team to help you be in the best position possible for retirement.
Estate Planning Attorney
Walter Shoemaker is an estate planning attorney who we have begun working with to aid our clients in ensuring that their loved ones are taken care of after they are gone. Let us help you make sure you have a plan in place. Book time with us today so that we can meet with you and Walter and implement an estate plan.