Coordination Across Your Entire Financial Life
We believe that proactive and open communication with your tax, legal and other professional advisors is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.
We are happy to work with your existing team of attorneys or tax advisors to coordinate strategies. For your convenience, we can also provide you with referrals to the outside professionals we work with on a regular basis.
We work with our clients' CPAs and attorneys on a regular basis to help ensure clear communication and coordination across all aspects of your finances, including tax and estate planning strategies.
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 work with our clients’ attorneys to help ensure investment accounts are set up properly to reflect any new estate issues (formation of a trust) or changes that may require updating, including beneficiary designations or other information.
The Strength of Partnership
Henderson Wealth Partners is powered by LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.
*As reported by Financial Planning magazine, June 1996–2017, based on total revenue.