Professional Referrals If you are not currently working with other professionals, we act as a referral source to direct you to a tax professional, legal professional, or other specific professional you may need to help you accomplish your goals. We are never compensated by these referrals; we simply attempt to match your needs and philosophies with others. Our emphasis is on independent professionals, because we believe your financial team should be comprised of people who can offer objective advice. In other words, we feel independent professionals may have fewer conflicts of interest.