When hiring tax, legal and other professionals, a spirit of collaboration is key.
Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your finances.
As we gear up for the next American football season, we examine possible roles on your financial team and how they should work together on areas such as estate and tax planning.
https://singletonpeeryfinancial.com/wp-content/uploads/2021/01/Draft-the-Players-Your-Financial-Team-Needs.jpg3601110Kiley Perkinshttps://jsingletonfinancial.com/wp-content/uploads/2022/01/SPF_BlackBox.pngKiley Perkins2021-02-03 09:30:112021-01-27 07:37:04Draft the Players Your Financial Team Needs
At Singleton Peery Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
Singleton Peery Financial
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001