The traditional approach to financial planning is based on the individual advisors working on parts of the plan and the client in the middle trying to coordinate their activities.  This is a recipe for disaster, since the client is usually too busy with their own obligations and lacks the expertise to monitor and evaluate the work of the advisors.  That’s why they hire them in the first place.

Our approach is very different.  We work very closely with our clients in developing their Total Wealth Solution™ and we have the expertise and experience to coordinate the activities of their traditional advisors in The Total Wealth Activator™ phase.

We also have the support of Summit Financial Resources, one of the largest privately held planning firms in the country.  Founded in 1982, Summit provides us with the support of over 200 seasoned professionals and staff including CPA’s, Tax Attorneys, Investment Advisors and Insurance Benefits Consultants.  **Summit Financial Resources was featured again in Forbes Magazine, November 2009