Strategic Resources

Successful financial strategies often include the help of professionals who specialize in tax, business, estate and real estate planning. Clients frequently ask us who we value with these concerns.  The following are experienced professionals who can help you strategically navigate the complexities of these matters. They can help you to access the resources necessary to manage tax, business, estate and real estate needs.

We value the relationships we’ve developed with these professionals:

The Private Trust Company

Thomson Investment Group and The Private Trust Company, an affiliate of LPL Financial, create a comprehensive estate plan to build a lasting legacy. Whether you are planning for personal wealth management or charitable giving, having a trusted team is essential. Together with the capacity to ensure that Thomson Investment Group manages your portfolio, The Private Trust Company provides the seamless execution of your estate planning strategy.

CPAs:

Professionals in tax law and business planning, the CPAs at Dance, Bigelow & Co, PC understand the complexities of tax laws and how they affect clients.

Dance, Bigelow & Co, PC


Pineider, Ford & Associates, PLLC


Estate Attorneys:

These Estate Attorneys strive to create comprehensive, specialized estate plans for their clients. Their goal is to educate clients and prepare documents reflecting their wishes.

J. Geary Grimes


Starr Law Firm P.C.


Real Estate Professionals:

Qualified to handle all of your real estate needs. With a deep knowledge of the community, a strong business acumen and a genuine desire to serve, these professionals are prepared to help.

The Kennedy Realty Group
Cindy & Scott Kennedy
Ebby Halliday


Stacey Zimmerman




Custom Home Builders:

Dedicated to the highest standard of craftsmanship, the expert builders at Alford Homes and Jim Johnson Group have been creating luxury custom homes for decades.

Alford Homes


Jim Johnson Group


Disclosure:

You are under no obligation to use the services of Dance, Bigelow & Co, PC, Pineider, Ford & Associates, J. Geary Grimes, Starr Law Firm P.C., The Kennedy Realty Group, Stacey Zimmerman, Alford Homes, Jim Johnson Group, or any other listed professional, and may choose any qualified professional to provide tax, CPA, legal, real estate services, building needs, etc. These entities and their services are not affiliated with LPL Financial and Thomson Investment Group.