Referrals

I am often asked by clients to recommend other professional advisers (CPA, Financial Planning, Insurance, Real Estate, Banking and the list goes on and on) .  I treat these requests very seriously because as an attorney and trusted adviser my clients respect my opinion.  I want to be certain that they are matched with someone who will treat and respect my clients in the same manner I do.  I want to be certain that the adviser is someone I know can and will do the very best job.  So when I make a recommendation I do so with a lot of thought involved.  I try to understand my clients concerns, goals, needs, personality and location and then recommend someone who will best match these criteria.  Over the years I have made many professional relationships and feel confident that if asked I can recommend one if not several very qualified candidates.