Partnering with Financial Planners

When people work with their attorney to plan their estate, create a will, or set up a retirement strategy and long term care, financial planning plays a significant role.

Legal and financial services often complement each other. When people work with their attorney to plan their estate, create a will, or set up a retirement strategy and long term care, financial planning plays a significant role.

We’ve built a strong list of trusted advisors in many finance-related fields. When we partner with financial partners, our clients benefit — and we’re better positioned to provide you with advice. 

We’ve collaborated with financial planners to:

  • Discuss our clients’ full assets
  • Plan tax strategies to benefit our clients’ estates
  • Navigate other complex financial affairs
  • Coordinate setting up client trusts
  • Planning for long term care

Are You A Financial Planner Looking To Create An Advisory Team For Your Clients?

Contact us to schedule meeting to see how we can assist each other and our clients.

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Partnering For Client Success

A team that collaborates finds more efficiencies and opportunities to save you money through strategic planning. By sharing information, we’re more likely to catch potential problems or opportunities we might otherwise miss. Our open communication — that ability to pick up the phone and call if we have a finance-related question, or a financial planner calling us about an estate-related concern — benefits everyone.

We build relationships with financial planners so our clients have a trusted partner to work with, building out a team for their financial success and security.

To learn more, please contact us.

Dealt with Nick Stratton and the firm. Their billing was honest very attentive very knowledgeable always ready and willing to assist.
Todd Marrazzo

Ready To Plan For Your Next Stage?

Contact us to schedule a no obligation consultation.

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