We've been reminded repeatedly in recent years that navigating financial markets is not an easy task. Additionally, the intricacies of building a plan that takes into account investments, estate planning, tax strategies, risk management, wealth protection and preservation, as well as other components can make coordinating your financial life a difficult job. We take great care in assembling a Deliverables Team of best-in-class Subject Matter Experts who will work in concert to make sure all aspects of your financial life are being addressed. We're very proud to state that your team has over 300 years of experience in the different areas of wealth management.
In addition to CWP serving as your Trusted Wealth Advisor, your team includes:
Financial Planning
Advanced Topics
Kristen Jankowski, CFP®
Education Planning
The team at Collegiate Funding Advisors, LLC
Tax Planning & Preparation
Jon Granson, CPA of Susan E. Thomas CPA, Ltd.
Legal & Estate Planning
John Shockley, JD of Shockley & Co., LPA
Money Management
The Structured Investing Portfolio Management Team of Loring Ward
Risk Management
Property & Casualty Insurance
Matt Gardner, CPIA of Mitchell Insurance Agency, Inc.
Life & Disability Insurance
Rich Connolly, JD of Ward & Connolly
Long-Term Care Insurance
Natalie Murch, ChFC, CLTC of LTC Choices
Health Insurance
Scott Miller of CCI Benefit Solutions, Inc.
We will coordinate each professional's individual expertise and incorporate their recommendations into your wealth plan as appropriate. We can also integrate any of your current financial professionals into our team approach.
Having your own team of experts working closely together helps maximize the effectiveness of your plan and makes sure that it stays in sync, with every item properly addressed.
Capstone Wealth Partners, Ltd. |