Thank you for sharing your professional contacts with us.
Even if you don’t have a CPA or attorney relationship, please write n/a below and submit as this is helpful information.
Why we are asking for this information:
In the event that something happens to you we’ll be able to point your family members in the right direction.
Clients often ask for professional referrals and it would be helpful to us to know who is already trusted.
Collaboration with other financial professionals can maximize long-term results.
*we will not share your info or we add you to any lists*