Our Alliances 

Registered Investment Advisor

Independent Financial Partners Click here to learn more 

Estate Planning Attorney 

Special Needs Lawyers - Kole Long Click here to learn more

Edwards Elder Law - Stephanie Edwards Click here to learn more

Clearwater Probate Attorney - Sylvia Noel White Click here to learn more

Professional Fiduciary

Ikor Life Care Management - Rob Galkoff  Click here to learn more

Certified Public Accountant (CPA)

VanMiddlesworth and Company, P.A. - Guy VanMiddlesworth (South Pinellas) Click here to learn more

LMF Accounting - Lisa Fatovic Click here to learn more

Business Transition Planning

Giamartino Consulting - Gary Giamartino Click here to learn more

Business Human Resources Services

Modern Business Associates - Clete Goddard Click here to learn more

Mortgages

DDA Mortgage Inc - Didier Malagies Click here  to learn more

Homespire Mortgage - Arjun Jani  Click here to learn more

Reverse Mortgages

Finance of America Reverse - Elena Katsulos-Sabbouh Click here to learn more

Family Law Attorney 

Solution Focused Family Law - Suzane Woollums Click here to learn more

Willis Law and Mediation, PLLC - Stephanie M. Willis Click here to learn more

Personal Injury Attorney 

Doran, Beam & Farrell - Anna Farrell Click here to learn more

Teresa P. Williams  Click here to learn more

Personal & Business Insurance

Brightway Insurance - Jennifer Dittman Click here to learn more

Health Insurance

Edgewater Insurance Solutions - Danette Wilson Click here to learn more

McKnight & McKnight Insurance Solutions - Robert McKnight Click here to learn more

Residential Real Estate Agents

Ben Coughanour Click here to learn more 

Rachael Corry Click here to learn more

Bobby Paolini Click here to learn more

Sandbars to Sunsets Team with Future Home Realty - Cyndee Haydon  Click here to learn more  

College Planning

Nagele College Planning-Siggi Nagele Click here to learn more

Nanny Agency

Nannies Who Care Click here to learn more

Licensed Individual/Family Therapy

Changing Tides - Lauri Shannon  Click here to learn more