Collaboration For Financial Advisers2

Working With Financial Planners

At [nap_names id=”FIRM-NAME-1″], we often partner with financial advisers to help their clients create comprehensive plans to protect their interests. I am Matthew J. King of [nap_names id=”FIRM-NAME-1″]. With the aid of my legal team, I can help create smart, safe strategies that can increase and protect investments for a lifetime. With years of experience as a financial planner before becoming an attorney, ownership of a successful ranch and experience as an estate lawyer, I am uniquely positioned to provide you exceptional counsel and planning solutions. Our team serves South Texas clients from our home offices in San Antonio and Corpus Christi, as well as from our satellite offices in Austin and Houston.

Well-Rounded Financial Plans Involve Trusts And Other Legal Considerations

If you are a financial adviser, you can work with me to protect and foster your client relationships. I spent years working as a financial planner myself. One of the biggest challenges is that legal complications can create roadblocks to protecting your clients’ investments. With legal knowledge and experience, these roadblocks would be smoothed over, allowing you to give more comprehensive and secure investment and wealth protection services to your clients.

My background in financial planning combined with my legal experience and knowledge provides a tremendous asset to financial planning strategies. With various trust documents and other legal instruments, you can help your clients create more powerful estate planning, investment and long-term planning solutions.

Contact [nap_names id=”FIRM-NAME-1″] To Help Cultivate Your Client Relationships

I am an attorney experienced with tax considerations, estate planning and other financial matters. Clients throughout South Texas trust in my counsel and solutions. Reach out to my office by calling [nap_phone id=”LOCAL-CT-NUMBER-1″] or sending us an email today to begin collaborating.