No. Such consultations are offered as part of our normal management fee. In fact, we welcome the opportunity to discuss tax or estate planning opportunities with other professionals that you’ve engaged. Because they may charge you for their time, we will not undertake discussions without your express permission.

If you need to find a tax professional, attorney, insurance, or retirement plan specialist, we are happy to provide referrals to professionals we know that can assist you. Please note that we do not accept referral fees for referring a client.