We believe that our clients are served best when their financial advisors work as a team for their benefit. To the maximum extent possible, we seek to coordinate our work with our client's accountant, banker, trust officer, life insurance professional, stock broker, financial consultant, and other advisors. When our clients need services that we do not provide, we will assist them in locating other professionals whom we believe will most closely meet their needs and expectations. When clients are referred to us by other professionals, we will make every effort to ensure that the client is completely satisfied and that our legal services are seamlessly coordinated with the services provided by the professional who made the referral.

We are very aware that trust is the most important element in the relationship between the client and the financial advisor. Therefore, when another professional refers a client to us, we will do everything we can to ensure that the client's relationship with the referring professional is enhanced as a result of the services that we provide. We appreciate, very much, the trust that is placed in us when clients are referred to us by their professional advisors