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We often receive requests from our clients for referrals to other professionals who provide Product Offerings and Services not available through our agency. Please find below a brief introduction to organizations we are familiar with and contact links for your use. 

WADE FINANCIAL GROUP, INC.
 
Wade Financial Group, Inc is a Fee-Only Wealth Management Firm.
They are financial planners, specializing in Estate, Retirement and Tax Planning. They offer asset management for high net worth families using a tax-controlled approach. Wade has been recognized the last 5 years in a row by Worth magazine as one of the nation's Top 100 Financial Advisors. Click on their link below for additional information.
 

 
 
 

 

Disclaimer: We occasionally provide descriptions of businesses and/or links to Internet sites, not affiliated with our agency,  that we feel may benefit our customers. These businesses and Internet sites are built and maintained by these organizations independant of Health Savings Accounts / Comprehensive Insurance (HSA/CIS). HSA/CIS does not endorse, certify nor assume responsibility for the accuracy or product offerings of these organizations or websites. Your use of this information is voluntary and, of course, you should consult your legal and tax advisors to determine suitibility of any offerings available through these organizations or websites.