Think of us as your financial pit crew—a mix of local focus and national expertise, fine-tuned to your needs. From advanced CERTIFIED FINANCIAL PLANNER® professionals to tax specialists, our team brings clarity to complexity, offering practical advice. It’s about ensuring that, no matter the question, you have answers grounded in insight and experience.
Corporate Experts
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Regional Specialists
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
