For CPA's, Attorneys, Enrolled
Agents...
Most of your clients take a
disorganized approach to handling their finances: a few words with their CPA;
some legal advice from their attorney; endless calls to their stockbroker; etc. Such
an approach may lead to conflicting advice and result in an uncoordinated
financial strategy.
Strategies for Wealth
is a founding member of SYNERGY, a not for profit organization
that helps develop strategic alliances between our firm and other financial
professionals so that we can all work together to achieve the financial goals of
our clients. This is a comprehensive system that enhances the services you are
currently offering your clients by establishing you as their "one-stop" shop for
all their financial management needs.
If you would like more information
about our unique strategic alliance program, please contact
us.
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