Knowledge, experience, understanding and client focused results are the driving forces of our Network. We are on the leading edge of advanced tax planning resulting in planned benefits with minimal out of pocket expense.

Advisors are from a variety of disciplines including Tax and Elder Care Attorney's Accountants, CPA's Enrolled Agents, Retirement and Pension planning specialists, Insurance specialists including Life and Long Term Care plus more...

Our methodology is to engage a client where the immediate need is the driver but to then act as the quarterback or point person to coordinate all activities in a collaborative way to do a comprehensive treatment of all objective so the client has a complete and finished plan or program. Our experience shows time and time again people started to or thought someone was going to do this for them but it never seemed to be complete after the sale of a product or service.

Proudly Serving Northern Indiana Kokomo, South Bend, & Porter County & Southern Michigan

Our technology allows us to conduct scheduled client/advisor telephone interviews and educational programs via the internet in the comfort of your home or office.

Please see the results for some of our clients on www.proadvisornetwork.com (Sample Cases)