Accountants How many times have you heard your business clients say “my taxes are too high, can't you find another deduction for me?” As their tax advisor, it is becomes your job to scramble for yet another deduction. Often times you are digging so deep only to end up right where you started. What else can you do? Are there alternatives? And how can you receive recognition for your efforts? The first step is to create a partnership with Integrated Wealth Solutions.
Once you partner with IWS, we will begin the tedious tax-diminishing process with you and work with your clients to offer them alternative solutions. As leaders in pension design, we will construct a plan for your clients that will significantly reduce or possibly eliminate their taxes. Coincidently, your liability to them will also diminish because you have fulfilled your duty. The solution to their problem has been found and the choice is up to them. They can either choose to enroll in the pension plan IWS creates, which will reduce their taxes- or they can just keep things the same. Either way you have done your job and provided them with that “tax-cutting alternative” they wanted. Our partnership does not end here. IWS will work side-by-side with your accounting firm (we are present at all meetings and are informed of all correspondence) and help your clients recognize the efforts you put forth. Your clients will appreciate the extra customer support they are receiving from you and we will make sure to communicate your personal interest in your clients’ financial needs. Working with a knowledgeable and professional financial organization can be a powerful factor in retaining clients and expanding your business. It’s important for a company to be able to present alternative options to their clients so they understand that you have their financial affairs in mind. Give your business the differentiating factor that you need by having Integrated Wealth Solutions assist your firm in "helping put the pieces together."
	Attorneys You’re the expert so your clients value your advice. Often an integral part of your recommendation includes your client’s purchase of certain financial and insurance products. Whether it’s choosing a life insurance policy for an estate plan or a disability income policy for a buy-sell arrangement, navigating through the many options can often become a time-consuming and cumbersome task. Let Integrated Wealth Solutions help you find the right solution for your clients. As independent advisors we can “shop” your client’s product needs to ensure that they are getting the best value and product to fit their specific needs. Integrated Wealth Solutions - "helping put the pieces together" for your firm and your clients.
	Insurance Agents Are you looking to expand your business and income? Are you looking to break into a new market with an advanced concept? Let Integrated Wealth Solutions introduce you to the lucrative pension business. While working with IWS you will learn the intricacies and sales techniques of this advanced topic. We take a hands-on approach and will join you in joint appointments and encourage you to participate in every step of the process. Contact us and let us work together. "Helping you put the pieces together" – that's what we do and we do it right!