Consulting that cares
" The best way to predict your future is to create it."
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