Absolutely! We value the opportunity to work alongside your other trusted professionals. Depending on your preferences, we can have joint meetings, collaborate on annual tax planning, and strategize together when it is time for periodic estate plan updates. Additionally, if you approve, we are happy to share files and documents with your trusted professionals. This makes tax preparation and estate planning a little easier for you.
SFMG also collaborates with insurance professionals, mortgage brokers, private bankers, and charitable organizations to streamline your financial life. Many of our clients even come to us for referrals for trusted professionals.