Coordination Across Your Entire Financial Life
CPA & Attorneys
We believe that proactive and open communication with your tax and legal professionals is critical to helping you meet your financial goals. Clear communication between your professional partners is the only way to make sure your tax, estate and investment planning needs are fully aligned with your objectives.
We have assembled a team of experts—attorneys, CPAs and insurance specialists—who can be relied upon should you need their expertise. Together with our professional partners, we strive to address all of your financial needs. For your convenience, we can coordinate the activities of these professionals to guide you along the appropriate financial path as we develop your strategy or whenever your circumstances change.
We are also happy to work with your existing team of attorneys or tax advisors to coordinate strategies and ensure your best interests always come first.
- We work with our clients’ CPAs and attorneys on a regular basis to help ensure important financial decisions are not being made in a silo.
- We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports to them along with other information they may need.
- We work with our clients attorneys to ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.
Realtors, Mortgage Bankers and Brokers
We know the challenges of major financial transactions like buying or selling your home or other real estate property for business or pleasure. We have established an extensive network or experts in this field to help you. Real time interaction with you, your advisors and are paramount to ensuring your meeting the objectives of your overall plan while at the same time effectively transacting on major purchases such as these.
Again we are also happy to work with your existing relationships to coordinate strategies and ensure your best interests always come first.