Merriam-Webster’s dictionary defines trust as the “reliance on the character, ability, strength, or truth of someone or something.”
Recently, I met with a long-term client, and after the usual catching-up, our conversation turned to discussing their children and grandchildren. They were contemplating gifting some assets and I inquired if their children had done any Estate Planning. They promptly picked up the phone to ask, to which, the answer was no. They had not done anything, primarily because they didn’t know any trustworthy estate attorneys.
Thankfully, we did.
Due to the nature of our business, we often come into contact with other professionals, such as CPA’s, Lenders, Bankers and, of course, Estate Attorneys. This interaction enables us to vet these other professionals and create strategic partnerships that benefit our clients when they are in need of additional services to complement their core planning. All of this creates an environment where a warm and suitable introduction results in a much greater level of confidence in the capabilities (and cost) of the referred trusted professional.
Geographically, we have created a network of trusted professionals in Northeast Pennsylvania, Northern New Jersey, and the Orange and Sullivan County regions of New York State. We like to view ourselves as the General Manager of your financial life, which enables us to put together a first-class team to address all of your financial needs.
If you or anyone you know needs assistance in their financial matters, please reach out to your trusted Wealth Advisor here at Biondo Investment Advisors. They will be more than happy to facilitate an introduction to a professional that we are confident will more than exceed expectations.
