Although some people prefer to have their trusted advisors work independently from one another, amazing things can happen when professionals come together for the well-being of their client. Allowing your financial advisor, accountant, attorney, and pension plan administrator to collaborate can often lead to a stronger support system and additional money saved. For this reason, we created The Professional Teamwork System™ . The system allows our clients trusted advisors to work alongside one another in their best interest.
To learn more about The Professional Teamwork System™, and how to participate, please contact us at 631.218.0077 or at firstname.lastname@example.org.
The Professional Teamwork System™ is a trademark of R.W. Rogé & Company, Inc.