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                                       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
  • Mortgage Specialist
  • Realtors

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

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.

This list is not all encompassing.


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

Phillip Green