ACCOUNTANTS AND LAWYERS

As an adviser to your clients, you are probably asked for advice on all sorts of subjects. The accountant is asked legal advice on incorporating and the lawyer is asked tax advice on leasing and deductibles.

And both are asked advice on insurance and investments. Some of the questions might be:
 

	how do we fund the buy/sell agreement?
	I need a long term investment with guarantees.
	what is the cheapest way to protect against disability?
	how do I provide long term care for aging parents?
	how do I provide a lump sum for alimony?
	I have a large amount of money in retained earnings in the company. How can I use it for income or preserve it without paying excessive tax?

Your clients probably get advice on these and other subjects, from you and other advisers, and piece it together to make a decision. 

We feel a better way is to work alongside the client and you to coordinate and achieve his or her objectives.

N.B. Through our contracts with insurers we have access to accountants and lawyers who daily deal with the above questions and similar problems.

Perhaps the answer you are seeking is already at hand.

Please CONTACT US  to discuss how we can work together.