Tax Professionals

Because of the continued complexities of our changing tax codes, Founders Financial Network works with a broad range of CPAs and tax professionals, especially with regard to tax preparation documents on personal, partnership and trust returns. In addition, our advisors are continually reviewing client tax returns to ensure completeness and to determine if adjustments to overall strategies are appropriate.

Estate Planning Attorneys

Proper preparation of legal documents and estate planning cannot be done without the aid and counsel of leading estate planning attorneys. We have developed a network of attorneys and other specialists to assist our clients in defining and implementing their estate preservation goals.

Insurance Brokers/Specialists

Solutions to complex financial situations often require the use of life insurance or wealth replacement policies. Founders Financial Network has developed an outstanding network of independent insurance brokers to provide the appropriate product solutions to meet our clients' needs.

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