Financial Advisors, Attorneys & CPAs Come Together to Provide Holistic Solutions for Clients
Let the experts be the experts. When every player of a financial team comes together, everyone wins – especially the client. Shakespeare is structured around bringing pure & honest advice to our clients through getting to know each and every client on a personal level throughout every major life transition. We can best provide this advice with all major financial players involved. CPAs give us the know-how on the best approach for every tax season and help us plan accordingly for our clients. Attorneys are there to provide guidance on a number of issues including business litigation, estate planning, and divorce – among others. If you’re looking to expand your client base & partner with Shakespeare, get in touch with us below.
Patrick Wirth CPA, CVA | Partner, Chortek Business Advisors
“Exceptional planning for any client is all about teamwork. When financial planners and CPAs bring together their areas of expertise and work as a team, the result is a cohesive approach that manages the investment portfolio to maximize after-tax returns. From a long-term view, the CPA and financial planner should collaborate to proactively develop integrated strategies for financial, retirement, and estate planning to maximize the client’s wealth.”
John Herbers | Reinhart Attorneys at Law
“When clients work with a team of advisors, each advisor can help the client in two ways: 1) with their own knowledge, and 2) by harnessing the client’s other advisors. Each advisor should be able to work collaboratively with the rest of the team to find the proper solution. When the team is working together, everyone is better off. The client is clearly the winner, but all of the advisors knows that their mutual client is being taken care of. And the team usually creates a better overall solution that is more professionally satisfying to all members of the advisory team.”