Retirement planning is a central element to servicing your client’s tax needs. Yet, how can one stay on top of all the ins and outs of State and Federal taxes; as well as do the research necessary to successfully steer a client toward successful retirement? These two essential disciplines, tax planning and retirement planning/wealth management, often intersect and interact in a way that it is necessary to manage both needs with tight coordination.
So, what do you do? The answer: establish a professional relationship with von Adelung Wealth Management, a retirement specialist, to ensure the client is fully taken care of.
We know that in order to have a successful retirement plan, there must be coordination between the Financial Advisor and the tax professional. This coordination benefits not only the client’s retirement and thus the client themselves, but it also benefits the CPA in that the client will see the coordination occur and become a more loyal customer. Since we are a boutique Registered Investment Advisor, we are able to service the client in ways that other advisors may not be able to. Every client is different and we are able to evaluate each client’s needs specifically.
It is our company policy to call every client no less than four times per year (each quarter) to go over their finances and ensure they are happy and satisfied with their results. These are just a few ways that we excel in service, earning us an above industry average client retention rate of 95%.
Our past relationships with CPA’s have been successful for all concerned. We do take pride in our work and our ability, and as such we are a bit particular with who we will establish a professional relationship with.
If you are a professional who is willing to coordinate intelligently, then fill out the form below.
We will then contact you to discuss a future relationship. Von Adelung Wealth Management is always looking to partner up with excellent CPAs who we can refer our clients to.
We have clients who need your help and want CPAs who understand taxes. Fortunately for you, we do have clients who and are seeking professional help. Many clients are business owners who are looking to sell their business.
We would enjoy hearing from you on any advices and tax updates.
ABOUT VON ADELUNG WEALTH MANAGEMENT
We were established in 2005. Gray von Adelung, the founder, has provided hundreds of retirement focused financial plans for over 18 years. He has been involved in the wealth management business for over 29 years. Our clients’ accounts are generally housed at Schwab where we receive fees for our services.
Get More Information
To find out more about how von Adelung Wealth Management can help you with your clients’ retirement needs call us now at (800) 506-3302, or fill out the form below.
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We will call you and answer any questions, just fill out the form below.