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The Importance of Knowing Your Team of Professionals Thumbnail

The Importance of Knowing Your Team of Professionals

Financial Planning

In many ways, a good financial advisor is similar to a good quarterback. In both professions you need a deep knowledge of the playbook, the ability to coordinate various strategies, to stay on schedule, and execute a game plan. Likewise, while a quarterback plays better when he knows who he is throwing to, it is crucial for your financial advisor to be in sync with your attorney, CPA, and other professionals as well.

While we have a robust network of financial professionals who we can (and do!) confidently recommend to our clients, we also pride ourselves on our ability to work with your unique team of professionals and advisors as well, no matter who they are. In other words, we help you succeed with the team that works best for you, not the other way around.

By developing these working relationships, we can more easily gather essential information, address potential issues before they arise, and identify additional financial opportunities on your behalf. So, if you can think of a key professional in your life who we have yet to meet, please don’t hesitate to reach out and let us know! As always, we appreciate the opportunity to be the quarterback of your financial team.

Some key professional relationships may include:

  • Certified Public Accountant (CPA) - To help with tax planning, preparation, and advice.
  • Attorney (Estate Planning Specialist) - For wills, trusts, estate planning, and legal advice related to financial matters.
  • Real Estate Agent - To assist clients with buying, selling, or renting property as part of their overall financial strategy.
  • Insurance Agent - For life, health, auto, home, and other insurance needs.
  • Mortgage Broker or Banker - To assist clients with home loans and refinancing options.

Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten