THE BROADER PROWEALTH RELATIONSHIP
Your tax return is one part of a much bigger picture. Connect the decisions you make about your wealth, family and business with the professionals who help you plan for them.
Tax and accounting through ProWealth Tax Advisors. Wealth and financial planning through ProWealth Financial. Coordinated advice, with separate services and engagements.
Connect investment management, retirement income and financial planning with year-round tax preparation and strategy. ProWealth Financial and ProWealth Tax Advisors coordinate around your goals, with your permission.
Investments · Retirement income · Tax coordinationDiscuss your full financial picture Continue to ProWealth FinancialReview your life insurance needs, existing coverage and beneficiaries with an appropriately licensed professional. Consider how protection for your family fits with your income, business responsibilities and long-term goals.
Family protection · Coverage reviews · BeneficiariesDiscuss life insurance Continue to ProWealth FinancialBring your legal, tax and financial professionals together to review buy-sell arrangements, ownership transitions and funding options, including life insurance where appropriate. Your attorney prepares or reviews the legal agreement.
Buy-sell funding · Key-person protection · SuccessionDiscuss buy-sell planning Continue to ProWealth FinancialExplore a new 401(k) or review your existing plan with ProWealth Financial. Coordinate owner and employee goals, investment options and plan design with your tax professionals and plan administrator.
401(k) plans · Owner goals · Employee retirementDiscuss a business retirement plan Continue to ProWealth FinancialStart with the question that matters to you. We can help you identify the right professionals for the conversation.
Explore Roth IRA planningProWealth Tax Advisors provides tax and accounting services separately from the securities and advisory services offered through LPL Financial. Insurance is discussed and offered only by appropriately licensed professionals. Coordination and information sharing occur when appropriate and with required client authorization. Services, agreements and billing remain separate; clients may choose either firm independently.
LET’S TALK
Request an appointment using the contact form. Clients can meet with our staff at either office.