Our focus is on retirement planning and special needs planning. By specializing in these areas, we are able to stay at the forefront in providing excellent solutions to our clients. Of course, there are times when our clients needs require expertise that is related to but beyond our chosen area of focus. For such situations, we maintain strategic alliances with a select group of service providers.
Insurance
We rely on the expertise and personal service of Low Load Insurance Services, Inc. (LLIS) in helping our clients with their insurance needs. LLIS works only with fee-only financial advisors, and their advice is not driven by insurance company quotas or commissions. Their objectivity leads to better pricing and better performance of the insurance solutions they recommend. We find that their ability to help protect our clients’ wealth and security is exceptional.
Trusts
There are some situations in which the establishment of a trust is of great benefit to a client. In these situations, it simply doesn’t make sense for Financial Decision Partners to perform the complex duties of trust administrator, but thankfully we’re able to choose from several excellent companies that offer trust services. The trust companies that we partner with are committed to delivering professional administrative trust services while we maintain the investment management role for the assets within the trust.