Additional Services

We understand the importance of building solid relationships with business partners that share our core values. At times, there are instances where our clients need services outside of the scope of what we offer and we have developed a network of strong business partners that we know and trust to take care of our clients. Here is a list of services offered by our business partners:

  • Retirement plans
  • Employee benefit plans (including cost-effective health insurance options)
  • Business insurance
  • Payroll services
  • Business valuations
  • SBA lending
  • Business broker services
  • Cost segregation studies
  • R&D tax credits
  • Personal wealth management
  • Estate planning – legal

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Our Partners