As your personal Certified Financial Planners, we here at Lifetrek are well rounded generalists with the expertise to assist you in many aspects of your financial life. That said, sometimes there is a need to bring in a specialist to assist you with one or more of the intricate aspects of your personal or corporate picture. With over a quarter century of experience, we have gotten to know, and can refer you to, the right specialist when focused expertise is required.
If necessary we can refer you to an accountant, lawyer, or actuary who will be able to assist you. With your permission, we can work in conjunction with the firm of your choice to help make sure everyone is on the same page, and working toward a common objective.