Working With Other Trusted Advisors

For Trusted Advisors

Paul Winter works with attorneys, accountants, trust officers and other advisors to better serve the needs of his clients. This collaborative approach gives his clients the most comprehensive service available.

When you work with Paul, you can rest assured that he will work with you to develop a mutually agreeable process for interacting with his shared clients.  Paul knows that every organization has different methods and preferences for how communication is handled, so he is flexible and adaptable in order to effectively meet the needs of his clients within a cohesive team environment.  He will always maintain open lines of communication and keep you appraised of all developments.

Paul will deliver creative and effective solutions for his clients in the areas of business, estate, retirement, income distribution and tax planning*.  He invites you to explore his website to gain a clearer understanding of his approach and the resources he brings to the table. If you have questions or would like to discuss a particular client that he may be of assistance with, please don’t hesitate to contact him..

Look for future free Trusted Advisor Webinars that will be available for my clients.  Watch for my emails and/or my Social Networking websites for upcoming announcements. 


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*Paul Winter does not provide tax or legal advice.