This multidisciplinary approach with top-tier professionals enables us to maximize the impact of our advanced planning for our clients...
The Woodlands, TX (PRWEB) September 21, 2017
In today's world, it can be difficult for affluent individuals, families, and business owners to find an honest team of professionals to help them with their advanced financial planning needs. That's why Paul Carroll, CFP®, Bernard Abercrombie, CPA, and Jay Knighton II, JD collaborated to bring you valuable guidance through their new book, "Your Expert Team".
The book's combination of different perspectives and expertise shows you how a team-based approach to advanced financial planning can increase your overall financial health. Based on round-table conversations between the authors, "Your Expert Team" explores all four aspects of advanced financial planning:
- Wealth Enhancement: Mitigating your taxes and maximizing your cash flow
- Wealth Transfer: Taking care of your heirs and distributing your estate
- Wealth Protection: Ensuring your assets are not unjustly taken
- Charitable Planning: Maximizing your impact through charitable giving
Towards the end of the book, Paul Carroll, CFP® says, "As we consider advanced planning and the activities that are involved, we can see the importance of a consultative approach; working with a team of professionals that not only helps our clients protect their wealth, but also mitigates their taxes, takes care of their heirs, and protects their assets from being unjustly taken. This multidisciplinary approach with top-tier professionals enables us to maximize the impact of our advanced planning for our clients."
About the authors:
Paul J. Carroll, CFP® is the principal and founder of Efficient Wealth Management, an award-winning, boutique wealth management firm based in The Woodlands, TX. Paul provides comprehensive financial planning to affluent individuals and families with a commitment to their financial success.
Bernard B. Abercrombie, CPA is the co-managing partner of Abercrombie & Associates, PC, a highly-respected CPA firm located in The Woodlands, TX. Bernard has a passion for working with business owners and entrepreneurs and seeks to help them have every opportunity to succeed, while minimizing income, estate, and gift taxes.
Jay V. Knighton II, JD is the managing partner of Knighton & Stone, PLLC, a law office located in The Woodlands, TX. As a board certified attorney in estate planning and probate, Jay works closely with families to create estate plans that fit their individualized needs.