Draft The Players Your Financial Team Needs
Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your finances. Let’s examine possible roles on your financial team.
The Coach: You
It’s your financial game plan, and you’re in charge. Hire the team of professionals who understand the goals you’re trying to achieve and keep each player updated on any changes in your situation.
The QB: Your Financial Advisor
Your advisor has a big-picture perspective on your finances and will act as the quarterback of your money team, coordinating with your tax and legal specialists and guiding you through your interactions with them.
The Tackle: A Tax Pro
Your tax situation might become more complex, so you’ll want to consider adding the right tax professional to safeguard what you’ve worked hard to earn.
The Wide Receiver: Estate Attorney
Planning for the future of your estate and how you will provide for loved ones is no small task. You’ll want someone with demonstrated expertise in your area of concern, such as blended families or children with special needs.
Putting Together the Game Plan
The professionals at TFCU Financial Advisors are available to help you with your game plan and have referral sources for many of the professionals you need on your team. Call us today at (405) 737-0006.
TFCU Financial Advisors
6501 Tinker Diagonal, MWC