Financial life is multi-faceted. Abundant Wealth Strategies desires to help you achieve holistic financial success thus relying on a network of trusted professionals to complement our services. They include:
Accountants. We work closely with accounting partners to make sure that our clients’ portfolios are reviewed for tax efficiency and strategy.
Legal professionals. We refer clients to carefully selected attorneys for assistance with estate planning, property transactions and other legal matters.
We also work with our clients’ trusted advisors inclusive of real estate professionals.
In all cases, we coordinate our planning with these trusted advisors to ensure our clients meet their financial aspirations as efficiently and effectively as possible.