Because your clients trust you, over time many will seek your opinion on whether they can retire. Unless you offer formal retirement income planning as a part of your services you may need to direct them to someone who can address their situation holistically.
Coming from a technical background and being detail oriented in our analysis of each situation is something we take pride in. We take a strategic integrated planning approach rather than a product driven approach.
Unlike some advisors who have upward of 500 clients we selectively serve families where we can provide the greatest value. This allows us to be accessible and provide excellent client service. We take pride in being reliable, following through, and communicating well.
Lifetime tax planning is an essential component of our retirement income process providing a unique opportunity for you and us to collaborate on behalf of any mutual clients. We also emphasize tax efficient investments that provide us with greater control over lifetime tax consequences.
We believe in maintaining an interactive relationship and encourage you to be as involved in our planning process as you like. With client permission you are welcome to attend our meetings, review our recommendations, or participate in any way you feel is appropriate. We will keep you informed throughout the year on important tax matters, and ensure you are involved in any income tax planning that arises.
When we collaborate, the end result is a happier and better served client.