Professional Alliances
Professional Alliances – Have the Right Team on your Side.
“Talent wins games, but teamwork and intelligence win championships” Michael Jordan
When it comes to financial success, going it alone is not the best strategy. That is why we’ve built a network of trusted professionals- accountants, attorneys, Medicare and Medicaid specialists, mortgage brokers, and more – to work alongside us in your comprehensive financial plan.
This video will show you how we work with outside professionals when needed, for the benefit of your planning, and create a coordinated approach for the benefit of your planning.
Video Disclosure: The strategies discussed in this video are for educational purposes only and do not constitute personalized investment, tax, or legal advice. Past performance is no guarantee of future results. Financial planning frameworks do not ensure profits or guarantee protection against market losses. Empower Financial Advisory, LLC is a Registered Investment Advisor.
Your financial plan is the blueprint for your success, but to fully implement it, we may need other professionals who have the experience of working with us, your fiduciary planning team, to work with you in the area’s we can only recommend what is best.
We don’t do Tax Returns; We don’t create Legal documents, but we do extensive tax planning and estate planning that needs to be implemented by professionals.
That is why we have created our Professional Alliances network.
These are professionals who we have worked with, some up to over 3 decades, are currently providing their services to our clients. These professionals are on the top of their game. We work with them as the “Quarterback” of the team, showing them our clients planning and our recommendations with permission, so we all can provide a higher level of service for our shared clients.
There are no compensation agreements between us and our professional alliances.
These introductions are just targeted recommendations or referrals to whom we believe can give you the best service outside of what we can do for you.
Financial planning is more than numbers. It’s about building the right team to guide you through every stage of life.
If you already have an accountant, attorney or some other professional you feel comfortable with, we are always more than willing to work with them inside your financial plan.
We created this network In case you don’t have a trusted professional in an area we need professional implementation outside of what we can do. Those area’s where we can recommend a plan of action but need a professional in that area to implement your planning is where our network really performs.
Our firm and team of Professional Alliances are always here to help.