Consulting that cares
" The best way to predict your future is to create it."
-Abraham Lincoln
OUR COLLABORATIVE PARTNERS
We work with non profits, employers and professional organizations that help us do some amazing work! We are a mission driven organization with a community centric approach.
WHAT PEOPLE SAY
'Special needs planning can be quite daunting to think about. That is why I put it off. But with my recent diagnosis of breast cancer, I had no choice but to rethink this issue again. But…this time put it into action. I called James, and asked if he could help.. I am confident that I have what I need in place to protect their finances, and whatever inheritance I will be able to leave them.
I can sleep peacefully knowing I have done what is necessary to take care of my sons, even in absence. I feel very fortunate to know James Traylor and his team, and appreciate all that he has done for my sons and I.'
— Terri K., Mom to Ian & Kyle