Pro Advisor Network

Put Our Experience To Work For You

The Pro Advisor Network’s founders have a combined experience of over 50 years in the Financial Services Industry. Being recognized with numerous industry awards, advanced degrees and most important of all the real life experience to guide you. We are experts at assessing your situation, then designing solutions that fit your desires and budget.

Engage with us;

Our process is very straight forward. We meet for an initial consultation during which we give you a detailed overview of what we do and how we do it. Then we spend time getting to know you and your specific goals, objectives and current resources. We then take all of this information back to our offices and do a very thorough analysis of these facts. Once our analysis is complete we meet with you to go over where you are in relation to accomplishing your objectives and design specific recommendations to help you shore up any areas in which your current planning falls short. Finally, if you like our recommendations and want to move forward we meet with your current CPA and or Attorney to go over our recommendations to insure that they are on the same page with us and agree that everything we are recommending is suitable for you, prior to do any implementation. A very thorough process that insures you will hit your objectives!

This detailed process, with the inclusion of your currents advisors, sets us apart. Put our years of experience to work for you today and see for yourself the value of the work we do.

Call Us: 574-532-0853

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Family Business -where can we help?

• Family Business Succession: The Final Test of Greatness • Family Meetings: How To Build A Stronger Family and A Stronger Business • Preparing Successors for Leadership: Another Kind of Hero • How Families Work Together • Family Business Compensation • How to Choose & Use Advisors: Getting the Best Professional Family Business Advice • Financing Transitions: Managing Capital and Liquidity In the Family Business • Family Business Governance: Maximizing Family and Business Potential • Preparing Your Family Business for Strategic Change • Making Sibling Teams Work: The Next Generation • Developing Family Business Policies: Your Guide to the Future • Family Business Values: How to Assure a Legacy of Continuity and Success • The Family Constitution: Agreements to Secure and Perpetuate Your Family and Your Business • Effective Leadership in the Family Business • From Siblings to Cousins: Prospering in the Third Generation and Beyond

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The Professional Advisors Network includes firms to assist you in all the need areas mentioned. A comprehensive and holistic approach secures generational business and family objectives.