Our streamlined approach gives you the benefit of each individual professional’s knowledge and the confidence that comes from knowing a dedicated and coordinated alliance of professionals stand behind you.
I was frankly surprised by how much of a difference the coordination of financial care made. Without that open dialogue and understanding of our business and personal affairs, you can miss out on a lot.
Coordinated Financial Care is a brand name used by AGP Wealth Advisors, Capstone CPAs, and eLegacy and is not a separate legal entity. eLegacy provides estate planning services, Capstone CPAs provides accounting services and AGP Wealth Advisors provides securities and advisory services. These entities have a professional alliance but are separate entities and not affiliated with each other. Please refer to the services tab for information relating to their respective services.
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