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Our Trusted 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.

Our Network

Link Wealth Strategies

Office Staff

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. 

Walter Shoemaker

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.

Partner With Us

We are always looking to build meaningful relationships with reputable organizations and technology providers. Let’s collaborate to provide even greater value to our clients.

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