Working With Your Other Professional Advisors

Statera Financial Planners |

At Statera Financial Planners we know that it takes a network of professional individuals to meet all your life’s needs, in the most effective way possible.

We will never provide specific tax and legal advice to overturn that of a lawyer or accountant. Not only should you consult these individuals when necessary, but ideally so should we.

Because of the many ways a strategy may impact you when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in your overall best interest, with your professionals working with common goals in mind.

If you do not currently work with other professionals we are happy to recommend professionals in the field needed, in hopes that you find one that fits right for you.

You are never obligated to act on our recommendations, and know that we neither give nor accept referral fees; we simply want you to have the best group of professionals working for your collective interest.

We are happy to provide the names of, but are not limited to

  • Lawyers
  • Accountants
  • Mortgage Brokers
  • Real Estate Agents