An Advisor Can Augment Attorney Services

Clients come to an attorney to obtain objective advice. For this reason, an attorney should consider the services of a fee based planner or investment advisor. In many cases, clients need help investing or making financial decisions.  A fee only advisor offers the client objective advice and the "fee only" concept is in line with services an attorney provides.  It is the role of the attorney to provide the framework of a financial or estate plan and the fee only advisor could help implement and administer at least some of those programs. Many investors go through the time and expense of setting up living trusts and other programs and never get around to funding them properly. This renders the whole process useless. A good relationship between an attorney, an investment advisor, a tax professional and other financial professionals is ideal for both the client and everyone involved.