As a specialty of focus, we work with CPA's to help deliver proactive and holistic planning to their best clients.
Through a Team-Based Consulting Approach, this helps the CPA:
1. Reduce the risk that come from referring clients to third parties
2. Reduce the risk of losing clients by being more proactive
3. Provide more value and increase client satisfaction
4. Expand "brain-trust" by working with a team of specialists
5. Increase organic growth by giving clients a great story to share with family and friends.
6. Work towards a "most trusted advisor" status with clients with top of mind awareness.
7. Deliver consulting with a value-based approach.
8. Reduce workload and increase retention.
9. Define and deliver a process of scale and experience.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
LPL Financial and K.D. Sullivan Wealth Strategies do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.