We’re Better… Together
We Coordinate. We Collaborate. You Benefit. That’s our attitude and how we define every relationship when working with your other strategic partners. A 360-degree view of your financial life requires a variety of pieces, people, and processes working seamlessly together in unison. No meaningful decision should be made in a vacuum. And, that starts with our belief in proactive and open communication. Having an open dialogue with strategic partners, such as your tax and legal professionals is critical to creating a plan that instills confidence in your financial future. It’s the only way to help ensure your tax, estate, and investment planning needs are aligned with your objectives.
Our team at Nichols Financial Strategies is happy to work with your existing team of attorneys or tax advisors to coordinate and collaborate. For your convenience, we can also provide you with referrals to the close partners (CPAs, attorneys, etc.) we work with on a regular basis. We can help facilitate year-end tax planning with your CPA and also provide Realized Gain/Loss reports along with other information they may need.
We also work with our clients’ attorneys to help ensure investment accounts are set up properly to reflect any new estate issues (i.e. formation of a trust) or changes that may require updating, including beneficiary designations or other information.