Partnerships
Professional Partnerships
A coordinated effort among our clients’ accounting and legal advisors ensures that plans are professionally orchestrated, integrated and implemented.
A TEAM APPROACH
We believe that the complexity of financial, business and estate planning requires a coordinated effort among our clients’ accounting and legal advisors to ensure that plans are professionally orchestrated, integrated and implemented. In the process of working with us, you will soon learn that developing strategic partnerships with other professionals is a key part of our philosophy and we go out of our way to refer qualified clients to our strategic partners when appropriate.
AN INDEPENDENT TECHNICAL RESOURCE
Our strategic partnerships with other advisors may also involve serving as an independent and confidential resource to address your clients’ financial planning needs. Services can be provided behind the scenes through your firm or via direct client interface – on a case-by-case basis. Simply put, our goal is to add to your credibility – through technical intelligence and comprehensive resources – delivered objectively, promptly and thoroughly.
SERVICES
- Review and analysis of life insurance contracts, illustrations and pricing decisions
- Evaluation of insurance company strength and performance
- Expert testimony and professional support for litigation involving life insurance
- Identification of life settlement options and their probable costs
- Second opinion underwriting consulting to help avoid the risk of being denied coverage or the surprise of receiving a premium offer significantly higher than planned
- Private briefings, CPE and CLE for accountants and attorneys on insurance issues to assist with advisor due diligence
CPA Partnerships
Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with tax advisors to provide insight into areas impacting a client’s retirement, financial, business and estate planning issues. Our communication and coordination with CPAs are enhanced by the presence on our professional staff of Tom Moore, who is a CPA with more than 20 years of financial planning experience.
Through our years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by CPAs to provide resources and technical support. At the same time, our practice is to proactively involve tax advisors in our process of developing and implementing planning strategies for clients in areas such as:
- Personal and Business Income Tax Planning
- Sale or Purchase of a Closely-held Business
- Business Succession Planning
- Estate Tax Planning
- Life Insurance Tax Issues
- Complex Insurance Structures
- Business Valuation and Buy-Sell Agreements
If you are interested in learning more about our Professional Partnerships program for CPAs, please contact us.
Attorney Partnerships
When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance on coordinating our efforts with legal advisors to provide insight during the execution of legal documents that impact the client’s plan. At the same time, we proactively involve legal advisors in our process of developing and implementing planning strategies for clients in areas such as:
- Estate Planning
- Trusts
- Business Succession
- Life Insurance and Risk Management Planning
- Asset Protection Planning
- Income, Estate and Gift Tax Planning
- Qualified and Non-Qualified Retirement Plans
- Charitable Planning
If you are interested in learning more about our Professional Partnerships program for Attorneys and Law Firms, please contact us.
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.