Referring Financial Professionals:
CPAs, Financial Professionals, & Insurance Professionals
Collaborate with us to help protect your client’s finances.
Our attorneys strive to provide a bedside manner that exudes trust, making everyone comfortable. Many people searching for help planning their estates worry about putting their life’s hard work in someone else’s hands. Some are even struggling with delicate health or family situations that require compassion and discretion.
Build a team of financial professionals
Asset management isn’t a job for just one person. Building a professional team means that your clients will have many minds pooling resources for their benefit, and in cases like these, the whole is greater than the sum of its parts.
People in all areas of legal and financial matters have their areas of expertise. It takes a strong, confident professional to understand that reaching out for a partnership can help everyone involved.
When you, as a financial planner, accountant, or wealth management assistant, join together with an attorney to manage your client’s estate, everyone comes out with more in the end.
How Disability Planning Partners helps curate financial security
Disability Planning Partners looks forward to joining you in curating your clients’ financial security by focusing on the following issues.
Ensuring estate plans are legally valid, comply with State laws, and are crafted to avoid potential legal challenges to the estate plan that could cause delays and extra costs.
Retirement planning helps review assets being saved for later years. Using estate planning documents and tools, such as insurance products, can often balance the need for security in aging but also leave a legacy for the family.
Reach Out To Us Today
The best estate plans are designed to help families cope with their realities and prepare for the future.
Because we view estate planning as more than a set of documents, we take the time to develop a broad strategic plan that meets your present and potential future needs.
Reach out to Disability Planning Partners today to join together for your client’s benefit as well as yours.
