Strategic Relationships with Your Other Advisors
We will work with your other professional advisors, including:
Attorneys
Responsible for preparing wills, powers of attorney and trust documents, and providing estate planning and tax advice
Accountants
Responsible for preparing individual and corporate annual tax returns, as well as providing audit specialization and tax planning advice
Business Insurance Professionals
Responsible for assisting business owners with insuring their single-largest asset, as well as acquiring life, health and disability coverage