17 Lumber Road
Suite 11
Roslyn, NY 11576

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Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 
Lifestyle Read Time: 2 min

Why you need a financial QB asap

It’s the opening drive of the big game and your team has good field position. Your top running back (CPA) is ready to go. Your talented receivers (bankers and insurance brokers) are lined up. Your high-priced offensive linemen (lawyers) are in their stance.

But no one’s moving!

Without a quarterback, there may be no one to call the play, set the offense, put players in motion. NOTHING HAPPENS – on the field and in your finances. And imagine if a pro football owner tried to be both the owner and the quarterback . . .  

A financial QB is someone who understands your life and your finances. They’re able to communicate well with your entire financial team, as well as you, your spouse and other family members. Good financial professionals:

  • Understand investing, but also estate planning strategies and tax implications.
  • Don’t replace the CPA, estate planning attorney or other advisors, but rather facilitate communication among them and the team owner (you).
  • Ensure everyone understands every play, so no one goes rogue.

What else can a QB do for you?

Define what winning looks like for you

There’s no well-lit scoreboard in real life. What’s your win? Retiring early? Passing on a legacy, or a business? Reducing your taxes? Increasing your cash flow? Giving to charity? All of the above? A Financial Professional can help all your “players” get in the right positions to win for you.

Help build a dynasty

A Financial Professional works with the next generation in the owner’s box, too. They’ll help your heirs understand and execute your game plan, avoid costly mistakes, and gain more clarity on that it takes to win in the long term.

Disclosures:

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Pub12305 

2023-163481 Exp. 10/25 *Pre-approved content*

 

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