{"id":235,"date":"2018-08-22T18:58:09","date_gmt":"2018-08-22T18:58:09","guid":{"rendered":"https:\/\/www.touchpointwealthpartners.com\/site\/?page_id=235"},"modified":"2024-05-02T19:00:28","modified_gmt":"2024-05-02T19:00:28","slug":"professional-partnerships","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/partnerships\/professional-partnerships\/","title":{"rendered":"Partnerships &#8211; Professional Partnerships"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;4.16&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_slider show_arrows=&#8221;off&#8221; show_pagination=&#8221;off&#8221; show_cta_on_mobile=&#8221;off&#8221; show_image_video_mobile=&#8221;on&#8221; disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;INNER HERO V1 &#8211; DESKTOP&#8221; 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button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-243\" src=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/spacer.png\" alt=\"\" width=\"1\" height=\"1\" \/><br \/>\n[\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#214963&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Professional Partnerships&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Professional Partnerships<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Professional Partnerships&#8221; _builder_version=&#8221;4.16&#8243; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]A coordinated effort among our clients\u2019 accounting and legal advisors ensures that plans are professionally orchestrated, integrated and implemented.<br \/>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;86%&#8221; width_tablet=&#8221;80%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;86%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221; column_structure=&#8221;1_3,1_3,1_3&#8243; width_phone=&#8221;80%&#8221; max_width_phone=&#8221;80%&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;A TEAM APPROACH&#8221; _builder_version=&#8221;4.16&#8243; header_3_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 id=\"fancy-title-8\" class=\"mk-fancy-title simple-style color-single\">A TEAM APPROACH<\/h3>\n<p>We believe that the complexity of financial, business and estate planning requires a coordinated effort among our clients\u2019 accounting and legal advisors to ensure that plans are professionally orchestrated, integrated and implemented. In the process of working with us, you will soon learn that developing strategic partnerships with other professionals is a key part of our philosophy and we go out of our way to refer qualified clients to our strategic partners when appropriate.<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;AN INDEPENDENT TECHNICAL RESOURCE&#8221; _builder_version=&#8221;4.16&#8243; header_3_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 id=\"fancy-title-8\" class=\"mk-fancy-title simple-style color-single\">AN INDEPENDENT TECHNICAL RESOURCE<\/h3>\n<p>Our strategic partnerships with other advisors may also involve serving as an independent and confidential resource to address your clients\u2019 financial planning needs. Services can be provided behind the scenes through your firm or via direct client interface \u2013 on a case-by-case basis. Simply put, our goal is to add to your credibility \u2013 through technical intelligence and comprehensive resources \u2013 delivered objectively, promptly and thoroughly.<br \/>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;SERVICES&#8221; _builder_version=&#8221;4.16&#8243; header_3_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 id=\"fancy-title-8\" class=\"mk-fancy-title simple-style color-single\">SERVICES<\/h3>\n<ul>\n<li>Review and analysis of life insurance contracts, illustrations and pricing decisions<\/li>\n<li>Evaluation of insurance company strength and performance<\/li>\n<li>Expert testimony and professional support for litigation involving life insurance<\/li>\n<li>Identification of life settlement options and their probable costs<\/li>\n<li>Second opinion underwriting consulting to help avoid the risk of being denied coverage or the surprise of receiving a premium offer significantly higher than planned<\/li>\n<li>Private briefings, CPE and CLE for accountants and attorneys on insurance issues to assist with advisor due diligence<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_divider show_divider=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; height=&#8221;25px&#8221; custom_padding=&#8221;25px||25px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;5px||5px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#214963&#8243; bottom_divider_style=&#8221;curve2&#8243; bottom_divider_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; CPA Partnerships&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#e37358&#8243; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>CPA Partnerships<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; CPA Partnerships&#8221; _builder_version=&#8221;4.21.0&#8243; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;70%&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;100%&#8221; max_width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<div class=\"col-sm-24\">\n<p>Many of our planning strategies include tax-sensitive issues. As a result, we place high importance on coordinating our efforts with tax advisors to provide insight into areas impacting a client\u2019s retirement, financial, business and estate planning issues.\u00a0<\/p>\n<p>Through our years of partnering with CPAs, we understand the importance of objectivity, confidentiality, transparency and competency for the engagement in our working relationship. As a result, we are regularly called upon by CPAs to provide resources and technical support. At the same time, our practice is to proactively involve tax advisors in our process of developing and implementing planning strategies for clients in areas such as:<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div class=\"col-sm-24\">\n<ul>\n<li>Personal and Business Income Tax Planning<\/li>\n<li>Sale or Purchase of a Closely-held Business<\/li>\n<li>Business Succession Planning<\/li>\n<li>Estate Tax Planning<\/li>\n<li>Life Insurance Tax Issues<\/li>\n<li>Complex Insurance Structures<\/li>\n<li>Business Valuation and Buy-Sell Agreements<\/li>\n<\/ul>\n<\/div>\n<div class=\"col-sm-24\">\n<p>If you are interested in learning more about our Professional Partnerships program for CPAs, please <a href=\"https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/\">contact us<\/a>.<\/p>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_divider show_divider=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; height=&#8221;25px&#8221; custom_padding=&#8221;25px||25px|&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;5px||5px|&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; Attorney Partnerships&#8221; _builder_version=&#8221;4.16&#8243; header_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Attorney Partnerships<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; Attorney Partnerships&#8221; _builder_version=&#8221;4.16&#8243; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;70%&#8221; max_width_tablet=&#8221;&#8221; max_width_phone=&#8221;100%&#8221; max_width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"col-sm-24\">\n<div class=\"col-sm-24\">\n<p>When developing and implementing complex financial, tax and legacy strategies for clients, we place high importance on coordinating our efforts with legal advisors to provide insight during the execution of legal documents that impact the client\u2019s plan. At the same time, we proactively involve legal advisors in our process of developing and implementing planning strategies for clients in areas such as:<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<div class=\"col-sm-24\">\n<ul>\n<li>Estate Planning<\/li>\n<li>Trusts<\/li>\n<li>Business Succession<\/li>\n<li>Life Insurance and Risk Management Planning<\/li>\n<li>Asset Protection Planning<\/li>\n<li>Income, Estate and Gift Tax Planning<\/li>\n<li>Qualified and Non-Qualified Retirement Plans<\/li>\n<li>Charitable Planning<\/li>\n<\/ul>\n<\/div>\n<div class=\"col-sm-24\">\n<p>If you are interested in learning more about our Professional Partnerships program for Attorneys and Law Firms, please <span style=\"color: #ffffff;\"><a style=\"color: #ffffff;\" href=\"https:\/\/touchpointwealthpartners.com\/site\/contact\/contact-how-to-reach-us\/\">contact us<\/a><\/span>.<\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; prev_background_color=&#8221;#e37358&#8243; 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button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#e0e0e0&#8243; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>(513) 898-9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_White_wTag.png&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.21.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n<p>Click <strong><a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Valmark-Form-CRS.pdf\" rel=\"attachment wp-att-2868\">here<\/a> <\/strong>for Valmark Customer Relationship Summary.<\/p>\n<p>Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<br \/><b><\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Professional Partnerships A coordinated effort among our clients\u2019 accounting and legal advisors ensures that plans are professionally orchestrated, integrated and implemented. A TEAM APPROACH We believe that the complexity of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":174,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>This is an example page. 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