Who’s your Financial “Quarterback?”

Published by

The exercise of working individually with accountants, attorneys, wealth advisors and more to share information and to get required documents in order can seem overwhelming. Wouldn’t it be nice if you had someone to coordinate all these professionals to make sure they were working together as a team for your best interests?

At Waller & Wax Advisors, we take a thorough approach to wealth management by quarterbacking a team of professionals to address your financial, retirement and life goals. Through collaboration with other professionals including your CPA, estate attorney, insurance professional and anyone else necessary to complete your team, we are able to stay abreast of the latest developments from a much broader perspective and provide you with specialized attention and expertise. Our broad understanding of your circumstances allows us to anticipate your needs in a proactive manner and advise you in all aspects of your life that have financial implications.

For example, if there is a change to your estate documents due to a life event, the team will communicate so account beneficiaries are properly named. If financial documents are needed by your accountant for timely tax filings, this information can be centrally aggregated and sent directly to your accountant eliminating the need for you to pick up and transport documents.

The Waller & Wax Wealth Management Plan is a comprehensive analysis of the entire range of financial needs and our recommendations for moving forward. Through our Wealth Management process, we utilize a proprietary Wealth Management chart to track an entire range of financial needs outlined in your plan and indicate through a wealth score those areas of concern so they can be addressed. This comprehensive plan serves as a roadmap or game plan for all financial decisions going forward.

By taking a team approach, you benefit from the collective knowledge of your team of professionals while everything is coordinated at one central point – making it easier for you.