Partnering with Professionals

Quite often we offer our services in collaboration with --

• Accountants and tax preparers,
• Banks and brokerage firms,
• Independent financial advisors,
• Estate planners,
• Attorneys including elder-law specialists,
• Doctors and other medical advisors,
• Insurance agents (health, life, and other specialties),
• Professional associations, and
• Other organizations promoting financial and physical health for their clients.

Typically we are called in when our affiliate has a client needing specialized advice on long term care. We also refer our clients to our well-qualified affiliates for assistance with legal, tax, financial, estate planning, or health matters beyond our expertise.

> CONTACT US if you offer services that could be synergistic with ours. We'd be glad to discuss partnership opportunities.

SELECTED NATIONWIDE AFFILIATES:

• KeyCorp
• McDonald Financial Group
• Union Bank of California
• NRL Federal Credit Union
• National Network of Estate Planning Attorneys
• Free Masons & Shriners
• Swedish Medical Center
• Farmington Enrollment Group
• Trinity Hospital
• Williams, Kastner and Gibbs PLLC
• AON Consulting
• Stetson University
• National Benefits Group of America
• Stevens Hospital
• United Methodist Association UMA
• Interim Healthcare
• ClearPoint
• Ohio Bankers League-Pioneer Bank
• University of New England
• Financial Planning Association
• Morgan Keegan
• Competitive Benefits Association
• Oxford Network
• Central Maine Medical Center
• JSA Architects
• Bergen & Parkinson, LLC
• BrookStreet Securities
• Weyerhaeuser

> CONTACT US if you offer services that could be synergistic with ours. We'd be glad to discuss partnership opportunities.