Businesses and people tend to have professional relationships that should be maintained and cultivated.  Working closely with all five and address most issues well before those become problems.

These relationships are:

  1. Banker
  2. Insurance agent
  3. Financial Advisor
  4. Attorney
  5. CPA

These five people working together can make your live run much easier.  Yes, it may cost some money and take you places you don’t necessarily want to go.

Few people like to plan for their demise; but this issue has the potential to touch on all five of these people.  Life insurance, will, trusts, financial plan, estate plan, tax planning and funds to move around.

Pin It on Pinterest