What is "The Collective"?
We have built a team of professionals that have been tested and vetted with clients. These are professionals that will work together to deliver a top-tier experience for our clients.
All members of The Collective will ensure you are referred to each other to make sure you are taken care of from all aspects of your financial future.
Are there extra fees for this?
Other than any fees that need to be paid as part of the respective aspect, there is NOT ANY FEES to be part of The Collective.
If we use the service of one professional, are we under any obligation to use another?
Not at all. If you choose to go elsewhere, that is absolutely fine.