At Bruton Financial Advisors, we believe the best approach to successful financial management is collaboration. That is why our trusted team of advisors not only collaborates with our clients, but also their CPAs, attorneys and other professional advisors. By engaging our clients’ professional advisors in the planning process, we can help ensure our clients’ needs are met and keep their advisors abreast of any changes in their tax situation or estate planning needs.
Additionally, as a member of Ed Slott’s Elite IRA Advisor Group, we are dedicated to being a leader in providing expert IRA advice to our clients and professional partners. As such, we are familiar with the significant tax and estate planning implications of IRAs and can provide up-to-date tools and resources to assist you in creating and updating your clients’ tax and estate plans.