Broker Check

Expert Witness / Expert Consultant

Due to our fiduciary status as financial planners, demeanor, and vast experience, we have worked as an expert witness to provide our opinion involving client/financial advisor procedures.  We have always been advocates of doing to right thing and being stewards for clients and other financial advisors who take care of their clients the right way.  Because of the integrity in which we carry ourselves, we have been hired by attorneys to be an expert witness to provide an opinion letter/statement about conflicts between clients and their financial advisors.