Expert retirement transition support extends beyond our doors
Because clients often require specialization in their financial plan, OneSource Retirement Advisors has created an outside expert team of professionals. We have vetted these outside experts both ethically and professionally to support the planning process in specialized areas, e.g., banking, insurance, pensions, real estate, legal, etc. To simplify implementation, we maintain our role as your advisor and stay in-the-loop until the specialized outside expert is finished.
Andrew H. Dohan
Lentz, Cantor & Massey, Ltd. lentzlaw.com