Coordination with other financial professionals

At Recker Financial, we believe in taking a holistic approach to your financial situation.  This is why we are fully committed to working with your team and getting to know the people that you work with.  It is our goal to collaborate with everyone in your financial life to give you the clearest picture we can.

 

We are more than willing to accompany you to meetings with your estate planning attorney, CPA or bank, as this helps all parties involved.  We can give them a clearer picture of your financial standing and goals, and also explain how everything that they are recommending will impact you now and in the future.  We can also ensure that everyone is on the same page because they are receiving the information they need directly from us.

 

This coordination with your entire team helps you gain a much better understanding of your financial situation

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