Working Together For Clients Benefit

Financial Advisors and attorneys are the two people everyone trusts the most. Okay you win, maybe not. While this isn't always the case it not only should be, but it must be. Financial Advisors need to consider the long-term benefits of working with a trusted and knowledgeable attorney to care for their clients’ estate planning needs. Clients for both professionals have needs to mutually benefit each other. For example, Financial Advisors should not only be concerned with direct clients and their financial goals, but they need to consider their clients children, grandchildren, charitable giving, tax strategies, and asset protection. Attorneys at Ratliff Law Firm work daily with clients regarding various aspects of law, but some need financial investing advice regarding retirement, annuities, life insurance, long-term care, etc., which we refer to competent Financial Advisors. At the end of the day Financial Advisors and attorneys must work together towards the common goal of client security and happiness. Allowing a client to invest their hard-earned money with no consideration after their death is not very responsible nor client driven. When Financial Advisors and Ratliff Law Firm work together they are able to achieve excellent results for clients. Invest, estate plan, and assets the way you want to without governmental interference. 

This is not intended to be legal advice and does not form an attorney-client relationship with any reader.