National Team for Planning and Implementation:
Should the technical execution of the clients’ vision require a special expertise that their Local Team members do not offer, Family Legacy Planning Specialists™ has professional relationships. Click the link to see their information and areas of expertise.

LEGAL:

Steven H. Seel
Thorp Reed & Armstrong, LLP
One Oxford Centre, 14th Floor, Pittsburgh, PA 15219
www.thorpreed.com | sseel@thorpreed.com

Partner in the estate planning group, emphasizing on creating flexible, effective, and understandable estate planning strategies. Particular emphasis on the unique needs of family business owners and high net worth families.

BUSINESS VALUATION:

Spardata, Inc.,
9705 Washington Boulevard N
Laurel, MD 20723-1315
Phone: (800) 895-4100
www.spardata.com | ccurley@spardata.com

SPARDATA is an expert appraiser of privately-owned companies and professional practices. Since 1990 we have written over 27,000 business valuations. We specialize in firms with sales between $1 million and $40 million. Initial business valuations cost $6,000. Typical delivery time is 6-8 weeks but "rush" orders are completed in just 3 weeks (extra charge applies).


MONEY MANAGEMENT

Drew Washburn, CFP®, CIMA®, CIMC®
Financial Investment Research & Management, LLC
1101 5th Street, Suite 204
Coralville, IA 52241
www,myfirmllc.com | dwashburn@myfirmllc.com

The F.I.R.M. LLC investment philosophy adheres to the tenets of Modern Portfolio Theory and the Prudent Investor Rule. We believe that a superior investment outcome is the result of following a disciplined investment process. Our formula for investment success outlines this process, which is an invaluable guide that empowers investors to reach their goals and objectives with confidence. We look forward to sharing with you our investment approach and services.

Paul Binnion
Clark Capital Management Group, Inc.
One Liberty Place
1650 Market Street
53rd Floor
Philadelphia, PA 19103
Phone
1-800-766-2264
www.ccmg.com | pbinnion@ccmg.com

Clark Capital Management Group (CCMG) is a registered investment advisor that offers its wealth management services to high net worth individuals, trusts, endowments, employee benefit plans, corporations, and municipalities.

Clark Capital Management Group's Navigator® Programs offer investors a disciplined, risk-averse approach to investing.