Recently some of our clients came in for an annual review with Stephen Weatherby, CFP®. During their meeting they casually mentioned they were thinking of moving to a small mountain town in Colorado when they retire next year.
Little did they know, Stephen is well connected in the town they are considering moving to and immediately went to work researching on their behalf. Through his personal network he connected them with a trusted realtor, an attorney, and insurance agents. He even found short term storage facilities and an agent who specializes in short term rentals.