Broker Check

Deliverables Team

Our advisers lead a team of industry professionals in the development of strategies to ensure the highest probability of success and enhance the quality of life for our clients. Our core professionals include:

  •  Chartered Financial Consultants (ChFC)
  •  Tax Professionals (CPA)
  •  Business, Personal, and Estate Attorneys
  •  Insurance Professionals
  •  Investment Professionals

We refer to them as members of our "Deliverables Team”.

We also have an Extended Deliverables Team that allows our clients to enhance the quality of their lives in other ways. These professionals include:

  •  Health and Fitness Professionals
  •  Massage Therapists
  •  Chiropractors
  •  Travel and Event Planners
  •  Real Estate, Auto, and Mortgage Brokers
  •  Interior Decorators
  •  Landscape Designers
  •  Lawn Care Specialists
  •  Home and Pet Sitters
  • Technology Specialists

In order to be invited to join our Deliverables Team, these professionals must be trustworthy, highly skilled, and fun to work with. Each Deliverables Team member goes through an interview process to confirm their professionalism and expertise.   Each Deliverables Team member signs a code of conduct pledging that they will maintain the highest standard of conduct outlined in the level of service they provide within their profession.  

"It's all about quality of life and finding a happy balance between work, family and friends." 

                                                                                                                                      Phillip Green