by Cassandra Jones


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July 5, 2013
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Build Your Team: Financial advisors and accountants

Last time, I introduced the idea of a table-team approach to planning. The idea is that you need to be supported by a team of professionals (the legs of the table) so that you and your family can enjoy balance and stability (the table top) as you face the challenges of aging. By building your team early, you can enjoy maximum control and independence, and ensure the care of your family and loved ones. Two of the important professionals in your life are your financial advisor and your accountant. A financial advisor is more than just the guy who buys …

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The Record Courier Updated Jul 5, 2013 03:40PM Published Jul 5, 2013 03:40PM Copyright 2013 The Record Courier. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.