Referral Partnerships As an independent financial planning firm, we believe in the power of strategic partnerships. In building relationships with industry professionals who are exceptional at what they do.The individuals and businesses we work with trust us. They value our advice and trust that the recommendations we provide are in their best interest. When our clients ask for a CPA referral or an insurance agency recommendation - they know that the name on the card we hand them will provide them with the same high-level service with integrity. Because the referral didn’t come from a commercial or an ad on social media. It came from their trusted advisor.