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Professional Partnerships

Financial and estate planning are complex processes that involves many integrated pieces.

At Koss Olinger we understand that each of these pieces contain individual complexities and require specific professional attention. As a result, we strive to develop strategic partnerships with community professionals who share the same values and ideals.

Most frequently we partner with:

  • CPAs
  • Attorneys
  • Insurance Professionals
  • Bankers
  • Trust Companies

Our highest priority is to enhance every client’s current situation. So, whether playing an instrumental holistic role in their financial life or being asked to consult on a very specific piece of the puzzle, we strive to create an effective collaboration amongst the involved planning professionals. We hold the utmost respect for the contributions each professional can bring to a client’s situation and are comfortable being as large or as small of a resource to each client as they need.

These professional relationships help to ensure the most complete and seamless planning process for our clients and our professional partners’ clients, as well as support the highest professional standards within our community.

Please contact us if you would like to explore a professional partnership.