We work with many. We attempt to match the attorney up with the needs of the client. We do not believe in wasting resources and know that both your time and the attorneys time is expensive. If you would like anything from simple legal docs, a discussion on what business entity might make sense or some more complex estate plan we can be a good first resource that might expedite your time with the attorney.
We often can give initial guidance as to what items to have ready for a attorney meeting before you set one up. This can streamline the process and keep costs at a minimum. We specialize in connecting service providers up with clients who are seeking resources.
Disclaimer: *Innovative Wealth Partners, Stratos Wealth Partners, Ltd and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.
All entities are separate and not affiliated with LPL Financial.
