Road maps. Battle plans. Lego instructions. Recipes. Failing to follow the stated steps with any of these rarely equates to a successful outcome. The best estate plan ever drafted does nothing if not properly executed. Attorneys often face the uncertainty of never knowing if their clients completely follow through on all of their recommendations. Like a parent waving good-bye to their child as they disappear into school on their first day, you can only hope they make the right decisions and follow the guidance you have so eloquently given them.
But what if you could equip them with a partner– a trusted advisor that will look out for their best interests, help them avoid costly mistakes, and not try to sell them anything? What if this partner not only helps further implement the instructions of the estate plan, but also reflects value back to you as the attorney who drafted the estate plan? What if, when life’s next major event occurs, you are kept in the loop to help address potential estate planning needs?
Don’t risk your clients’ success by letting them go without that partner. Introduce them to a fiduciary–someone who will service their holistic wealth management needs and always put the best interests of the client first; someone who will help coordinate their entire team of advisors and ensure everyone is working in sync on your client’s behalf.
Introduce them to an independent fiduciary who holds the Certified Financial Planning® (CFP) mark, one who does not have a product to sell nor a commission to receive. Your clients need and deserve this. If they have someone already serving in this role, that’s great. If not, add value to your relationship by asking if you can make an introduction. Drafting the estate plan is just the first step. We all know clients often overlook the next steps: updating beneficiaries, retitling assets, and investing liquidity wisely. Foster Group is here to partner with you to help clients avoid costly mistakes and increase the likelihood that they will succeed.
Want to get to know us better? Set up a meeting with one of our Financial Advisors by emailing us at firstname.lastname@example.org or calling us at 515-226-9000 and asking to speak with an advisor.
PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.
PLEASE NOTE LIMITATIONS: Please see Important Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/info-disclosure/. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.