Strategic Associates
Strategic Vetted Associates
We mentioned on Our Process Page that we surround you with a mini Board of Directors. Part of this process is we reach out to complimentary professionals that can assist our clients in the planning process.
These professionals are not only vetted professionally but have the value system of working with other professionals in delivering a service to create and produce solutions to guide you in achieving your plan.
We without reservation recommend them saving you countless hours in a search of the professionals you require.
We have several resources in each field depending on geography and individual needs.
Property & Casualty
Protecting your most prise asset is where you raise your family and lay your head on a pillow at night. This will be coordinated with your other planning initiatives.
We have several vetted associates in SC, CT, Florida and Georgia that can protect your Home and Auto. In addition they are licensed in additional states to give our clients access to proper coverage.
They have access to many carriers and markets so they can deliver on the promise of delivering to you an economically-sound solution to protecting these areas of your life.
Work with an agent you can trust.
Wealth Management
Wealth Management especially in todays turbulent market is important.
In addition to Hilton Head Capital Partners located in Hilton Head Island. We aligned ourselves with Wealth Managers located in Wisconsin, Connecticut and Florida. Each Manager brings a unique wealth of knowledge, experience, and professionalism in the Money Management field.
This in addition to working with ourselves at Moran Financial Group deliver on the promise of:
Helping our clients achieve Financial Security Today and Success into the Future.
Legal Representation
We have reached out and aligned ourselves to professionals in areas of Estate Planning,Family Law, and Business law,
Giving you a referral is one thing but arming you with advise, questions to ask and hand holding you thru some of life’s most difficult decisions is priceless.
These vetted associates give sound legal advise to solve and provide the solutions you require when the need is warranted.
Tax & Accounting Representation
Planning is critical if we have a death in the family, or a business issue that has to be coordinated with other fields such as estate estate planning, insurance etc.
How does my decision affect my tax bite or can I plan ahead to forsee these issues that may arise? These professionals also can assist you with year to year filing of your taxes with state and local authorities.
Proper coordination and planning is always key.
Failure to Plan is a pathway to Failure.
