Coordination with Other Professionals, A Team Approach

Collaborating for Complete Financial Clarity

At FLS Financial Group, we believe the best financial plans come from collaboration. Your financial life touches many areas — taxes, legal documents, real estate, insurance, and more — and working together with trusted professionals helps ensure nothing gets overlooked. We take a proactive approach to coordinating with your CPA, attorney, and other advisors, so your strategies align seamlessly. This integrated model helps simplify communication, improve efficiency, and create a comprehensive picture of your finances that supports both your short- and long-term goals.

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Professionals We Collaborate With

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Accountant / CPA

We partner with your accountant to ensure your investment and income strategies work hand in hand with your tax plan.

Estate Planning Attorney

We coordinate with your estate attorney to align your financial plan, legal documents, and beneficiary designations.

Insurance Agents

We review and communicate with your insurance professionals to help ensure proper coverage across all areas of your financial plan.

Real Estate Agents

For major property transactions, we help evaluate financial implications and integrate them into your broader strategy.

Tax Attorneys

When needed, we collaborate with specialized attorneys to address complex tax issues or inheritance considerations.

Asset Protection Attorneys

We help connect clients to experienced professionals who can review trust structures, liability exposure, and protection strategies.

  • Why do you coordinate with other professionals?

    Financial decisions rarely exist in isolation. Coordinating with your other advisors ensures every aspect of your financial life — tax, legal, and investment — works together efficiently.

  • Can you refer me to other professionals if I don’t already have them?

    Yes. We can introduce you to trusted CPAs, attorneys, and insurance professionals we’ve worked with who share our values and commitment to client service.

  • Do you charge extra for coordination services?

    No. Professional collaboration is part of our standard approach to financial planning and is included in the services we provide.

  • What if my CPA or attorney works remotely?

    No problem. Our team frequently collaborates virtually and will coordinate through secure communication to keep your entire advisory team connected.

Let’s Build Your Complete Financial Team.

Your financial success depends on more than just one advisor — it takes a coordinated effort. Schedule a consultation today to learn how our collaborative approach can bring your entire financial picture into focus.