Strategic Partnerships CPA's & Attorneys

Your Expertise + Our Financial Knowledge = Superior Client Outcomes

1. Focus on Your Strengths:
   • CPAs and attorneys excel in their fields but aren’t expected to be financial experts. By partnering with AMG Financial, you gain access to a seasoned wealth advisor with 23 years of experience, specializing in turning potential financial gaps into measurable results for your clients.
2. Enhance Client Satisfaction & Loyalty:
   • Avoid missed opportunities by addressing areas like tax-efficient investments, estate strategies, or retirement planning that align with your clients’ goals. Your clients benefit, and so do you, with improved trust and retention.
3. Convert Financial Knowledge into Tangible Value:
   • We help you translate your existing book of business into actionable strategies for your clients, focusing on untapped areas like retirement income planning, asset management, and alternative investments.
4. Streamline Your Process:
   • By working with us, you offload the burden of managing complex financial matters, freeing you to focus on growing your core business.

Leveraging over 15 years of experience conducting seminars and educational workshops, combined with a multi-channel media approach, we help your practice maximize its client impact.

Tools We Use:

• Educational Seminars: Proven methods to engage and educate clients on the importance of financial strategies, ensuring they see the value in working with a comprehensive team.
  
• 3-Tool Media Advertising: Strategic campaigns utilizing print, digital, and event-based advertising to connect with clients where they are, increasing engagement and loyalty.
  
• Tailored Consultations: We sit down with you and your clients to ensure every solution is personalized, optimizing results for all parties.

For CPAs:

• Collaborate to design tax-efficient strategies that complement your tax planning services.
  
• Provide clients with integrated investment solutions that grow their wealth while minimizing tax liabilities.
  
• Access advanced tools and technology through our partnership with Avantax Broker-Dealer.
  

For Divorce Attorneys:

• Deliver financial clarity and strategic solutions during divorce settlements, including asset division and income planning.
  
• Help your clients navigate their financial future post-divorce with tailored strategies and ongoing support.
  
• Avoid costly oversights by leaning on a wealth advisor skilled in navigating complex financial transitions.

Through our unique partnership with Avantax Broker-Dealer, we offer an exciting opportunity for revenue sharing.

What This Means for You:

• Additional Revenue Streams: Convert your referrals into financial benefits for your practice.
  
• Transparency and Compliance: Revenue sharing is structured to comply with all regulations, ensuring a seamless and ethical process.
  
• Partnership Incentives: Strengthen your client relationships while boosting your firm’s profitability.
  

Our collaboration model rewards your practice for working with us, making it a win-win for everyone involved.

Did you know?

• Many professionals unknowingly leave opportunities for tax savings or portfolio optimization untapped.
  
• Without expertise in wealth management, your clients may miss key steps toward financial security—or fail to recognize hidden opportunities.

By partnering with AMG Financial, you offer your clients a holistic financial approach without straying from your area of expertise.

• Over two decades of financial advisory experience.
  
• Specialized in retirement planning, including rollovers, consolidations, and income strategies.
  
• Expertise in real estate, alternative transactions, and wealth preservation.
  
• Focused on creating tangible value while keeping costs low for clients.
  
• Proven collaboration with CPAs and attorneys to deliver holistic solutions.

Together, we can:

• Provide clients with better results through collaborative expertise.
  
• Strengthen your reputation and client loyalty.
  
• Grow your practice by unlocking new opportunities.

Contact Alan Gnoinski Today:

• Phone : 716-573-3563
  
• Email: Agnoinski@lincolnsparrow.com

Let’s discuss how AMG Financial and Avantax can enhance your practice while helping your clients pursue financial clarity and peace of mind.