Partnering with Other Professionals
One of our missions is to create and be a part of a dynamic team that our clients can rely on. Coordinating your estate and tax plans with your investment decisions is essential to creating a lasting legacy and reaching your goals.
Facilitating an annual Board of Directors meeting to establish a system of checks and balances confirms that your team members are managing your assets in accordance to your wishes.
The Board of Directors Meeting outlines specific goals for each of your advisors as well as summarizes ongoing expectations. These periodic meetings with your advisory team attempt to provide unity, succession planning, higher levels of asset protection, and reduction of ongoing fees, expenses, and taxes. With the advisory team accountable to your expectations, we believe the wealth plan is capable of working efficiently, presently and in the future.
Life events such as marriage, large purchases and new family members, to just name a few, are all times when an attorney and/or a CPA should be brought in for their expertise. Contact us today and we can help to guide you through our network of professionals.