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For tax professionals, divorce attorneys, and estate attorneys.

Brian Limborg, CFP^®, CDFA^®, 17 years as a fee-only fiduciary advisor.

We typically work with households that have $400,000 or more in investment assets, including assets received in a settlement or inheritance. If you’re unsure whether a client is a fit, just call and ask.

Please don’t include confidential client details here. We’ll gather what we need directly, with the client’s permission.

Introduce a client or start a conversation