Strategic Partners

We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help you work towards aligning your tax, estate and investment planning needs with your objectives.

We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals (CPAs, attorneys) we work with on a regular basis.

• We work with our clients’ CPAs and attorneys to help ensure important financial decisions are not being made in a silo.
  
• We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports along with other information they may need.
  
• We work with our clients’ attorneys to help ensure investment accounts are set up properly to address any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs. For more information about LPL Financial, visit lpl.com.