Attorney Collaborative Network

Estate planning and financial services go hand-in-hand. By partnering a financial professional with an estate state planning attorney, the client’s legal plans can be aligned with their financial plan. Hence, the Attorney Collaborative Network was born to help financial professionals and estate planning law firms’ work together to better serve a client’s needs—both legally and financially.

CPA Advantage

M&O Marketing is a strong proponent of strategic partnerships for two primary reasons: First, it always provides a better outcome for the client. Second, it typically costs nothing for the financial professional. To this end, M&O Marketing has partnered with a firm that trains CPAs on how to work with financial professionals so that a client’s tax plan is aligned with their financial plan.