Business Owners, you need advisors who embrace and understand the power and benefits of partnering.
Most planning is accomplished working with multiple advisors from multiple disciplines. How advisors cooperate and coordinate makes a big difference in the quality and completeness of the planning. The most important decision you the business owner has to make when choosing advisors is selecting those who are committed to working together in your best interest.
Only large private and public companies can afford the full service, high-end consulting firms shown on the right side of the graphic below. Protection Planning is too multifaceted for any solo practitioner to adequately address. By default the majority of planning is done with partners. Business owners can make this model work for them. You can choose the best of the best and choose those advisors you communicate best with.
Your business is your most important asset. Value and Protect it with the best advisors committed to working proactively together for you.