A major component of our firm’s operating philosophy is collaboration with our clients’ other trusted advisors. These people are most often their CPA and attorney, but it could extend beyond that core. The idea of having the three key advisors—financial planner, CPA, and attorney—all working together to find prudent solutions for people takes a great deal of work, but is well worth it.
I directly ask clients, “When was the last time you had all of your advisors speaking to one another?” The answer is usually “never.” We want to make sure issues like having assets properly titled or utilizing tax-advantaged strategies are in sync with what each of the three advisors is doing. Otherwise it is like buying a sophisticated new car and not putting gas in it. It simply won’t run.
Disclosure: Robert Rebussini is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Integrated Financial Partners Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1532884-062416
Photography by Mae Gammino