Chrissy, Ryan, and Jenn are the easiest for me to provide referrals to as insurance is a key aspect to protecting our clients assets. As a part of our planning process we cover medicare/private insurance costs. It is very easy for me to refer to Jenn when our clients approach retirement as many need assistance selecting the best policy and what costs we want to project for planning purposes.

I have not provided referrals to Robin, Scott, or Jody. My goal is to be intentional and have deeper conversations with clients to uncover if their services are needed.