At Debbie Sitzer Professional Corporation, we continuously strive to expand our services to better support your needs. I am very excited to share that we are now partnering with an established wealth management firm to take a more coordinated approach to helping my clients. We recognize that many individuals, families and businesses work with multiple advisors (e.g., tax, insurance, financial, legal), who do not always coordinate effectively. This new relationship aims to fill that void.

An overview of Wealth Stewards and next steps is included in the attached information. Wealth Stewards is prepared to offer a complimentary Initial Assessment and Evaluation for all my clients as appropriate!