Assemble an Ensemble Team

30 Jun 2015

In today’s turbulent and complex economy, you simply can’t leave your dreams and desires to chance. The days of the “solo” practitioner have been eclipsed by the increasing complexities of our lives. In our opinion, it is simply impossible for a financial planner to be competent and effective in every aspect of financial, legal, and life planning.

That’s why we have developed our ensemble model. We bring you more than 55 years of hands-on experience and knowledge of almost every facet of financial planning, with each member of the team specializing in a distinct discipline. But, we didn’t stop there! We also rely on the services of additional professionals to bring you advice that will help you on your financial journey. This approach is what we believe will give you the highest probability of aligning your most important goals with your most deeply held values.

We have access to a team of specialists in a wide variety of disciplines. These individuals and firms are not affiliated with our firm but have been carefully screened and have passed our rigorous standards for skills, ethics, professionalism, and client service. All understand our process and services, and many have experienced the Financial Road Map process for themselves.

Our list is not limited to only attorneys, CPAs, mortgage brokers, real estate professionals, lenders, and trust officers. It also includes:

  • Physicians
  • Dentists
  • Travel agents
  • Contractors
  • Professional clothiers
  • Professional organizers

Of course, you, as the client, always have the final decision. We are willing to coordinate with anyone you are either currently working with or may choose in the future. So, make sure that you have an entire team across various disciplines working for you and your retirement goals.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Please consult with an advisor about your specific situation.


Brad Berger
Brad Berger

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