Partnering with Professionals
Quite often we offer our services in collaboration with --
- Certified Public Accountants
- Attorneys including elder-law specialists
- Enrolled Agents and tax preparers
- Estate planners
- Insurance agents (health, life, and other specialties)
- Professional associations
- Other professionals and organizations promoting the financial wellbeing of their clients
Typically we are called in when our strategic partners have clients needing our specialized IRA Distribution guidance. When appropriate, we welcome the opportunity to refer our clients to well-qualified partners for assistance with legal, tax, financial, estate planning, or health matters beyond our expertise.
Do you offer services that are synergistic with ours? Let's discuss establishing a strategic alliance together. Call us to schedule a time to meet.
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