Saving money isn’t easy these days, which is why we believe in making sure our clients only pay for good service at a value driven price/fee. To do this, we have developed a growing list of individuals and business to which we refer business. We do not receive any commissions or kickbacks from these referrals, but ask that if we refer a client to these businesses, that they give our clients the best service and prices possible. Our clients have used people in the below businesses with great success (note: many categories will have more than one referral):
- Auto Dealers (new & used)
- Business Attorneys
- Carpet Cleaners
- Estate Planning Attorneys
- Auto, Business, Disability, Home Owners, Life & Personal Umbrella Insurance
- Mortgage Brokers
- Real Estate Agent
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More than 95% of our clients stay with us.
We take the time to get to know our clients at a deeper level, which allows us to provide guidance that truly impacts their lives.