Collaborate with us.
We are uniquely positioned to help advisors serve their clients by demonstrating how to create holistic and integrated financial and estate plans that foster greater clarity and confidence. Long-term, such a plan continues to work — regardless of changing laws, life circumstances, goals and objectives. It also provides the framework for a much richer “team” effort on behalf of the individuals and families you serve. Most importantly, it empowers your clients to create lives and legacies of importance, meaning, and impact. We call it more that matters.
If you’d like to find out how we can help, contact Greg Hammond‘s office at (800) 416-1655 or email email@example.com. To contact Ron Ware’s office, please call Josh Procaccini, Partner/Personal Legacy Advisor at (781) 489-9807, or email firstname.lastname@example.org.
We’d also be interested in evaluating the possibility of including you in our exclusive list of collaborative partner specialists.