A very important aspect to The LegacyBridge Framework is partnering with like-minded CPAs, Corporate and Estate Attorneys, Insurance Agents, Mortgage Brokers, and Real Estate Professionals. We recognize that for a financial plan to be complete, it must be accompanied with the team that will help provide guidance and oversee every piece of the puzzle. Our partners are a key part of the process and ultimately help our clients pursue their full potential around financial independence.

John Morrison and his team work with our firm to provide in-depth Tax Planning, Consulting and personalized CFO level services to businesses. In addition, John is also a Licensed Business Valuation Expert and Broker who works directly with business owners to prepare for and sale their businesses.

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Matt and James Davidson assist our clients with their Estate Planning, Asset Titling, Trusts, Business Formation and Probate needs. Their firm takes a unique approach to Estate Planning and are focused on created a personalized estate strategy for each client they work with.

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Steve and Lydia Freeman work directly with businesses of all sizes to provide back office Human Resources support for companies who do not have a Human Resources department. Their firm also serves as a Consultant for businesses with special projects and the need to outsource a portion of their HR needs.

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IMPORTANT DISCLOSURE: You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Thirteen Twenty-Two Advisors.

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