Sharing the Credit for Estate Planning Success
No single professional advisor has all of the answers. We
believe in a collaborative, team approach to estate planning.
Estate plans sometimes fail to fulfill a family's goals
because one or more of their professional advisors have not been involved in the
process. We understand the need to communicate effectively – and develop a
long-term relationship – with you, as a client's trusted advisor. Professional
advisors, from the Phoenix area and throughout Arizona, who work with us
discover opportunities not found in dealing with more traditional estate
One way we communicate with you is through the use of our
"Daily Plan-It." Distributed two to three times
a month, free of charge, the Daily Plan-It contains estate planning news
specifically for financial planners and investment professionals.
Our Approach. We do not create an estate plan, tell your client to have a
nice life, and move on to the next client. We value continuing involvement,
workshops on estate planning issues and
helping to ensure that the client's trust continues to be
funded on an ongoing basis; and
advising clients of applicable changes in the law.
How We Work Together.
We look at the estate plan as the "vehicle," and the financial products as the
"fuel" that makes that vehicle run. We are trained to identify the client's
needs, and we can recommend the fuel for the client's vehicles.
What does this mean for you? Shifting metaphors, you become
the "pharmacist," filling the prescription recommended by the client's legal
"doctor." It makes the sale much easier for you as an insurance or financial
professional. In addition, there may be instances in which we uncover needs that
exceed your initial diagnosis, thus creating more demands for your services and
Sharing the Credit. We
believe in shining the spotlight, and working with us can provide you with
additional third-party credibility. There is no credibility when a professional
boasts about his or her own accomplishments. We strongly believe that, by
shining the light on others, we all bask in the glow.
To learn more about the opportunities you can gain through
a solid, collaborative relationship with Hoopes Adams & Alexander, contact us.
To instill a profound sense of well being, excitement and
trust in all whom we touch, through the creation of lasting legacies in a fun
and comfortable environment that captures the dreams and aspirations of our
clients for their families and businesses.
Daily Plan-It. This
twice-monthly e-newsletter is designed to keep financial planners and investment
professionals abreast of current tax and estate planning developments, and to
help them communicate that information to their clients.
Family Wealth Matters. Our clients and
friends benefit from the useful
tips on tax and estate planning contained in our monthly newsletter and our
online article archive.