Professional Advisors - Our Role is to Support You
Our role is to be a resource supporting your relationship with your client. You stay in control with your client relationships. We are here to help you provide planned giving and charitable giving products for your clients.
What are the services we provide?
We have an in-depth understanding of the community’s challenges and needs, and the groups and individuals addressing them. We want to partner with Professional Advisors to be a resource so you can help your clients understand the many ways they can support the community they love.
Allow us to come to your office to provide a personal introduction. Contact Hal Brauer at 757-327-0862 or firstname.lastname@example.org