At Pawlak Wealth Management, we understand that a strong financial plan may involve more than investment and retirement guidance. Clients may also need support with tax planning, estate planning, insurance, lending, business transitions, and other specialized areas. That is why we maintain relationships with trusted outside professionals who can provide additional guidance when appropriate.
While these professionals do not work directly in our office, we are able to connect clients with professionals and firms we have relationships with, including:
- Tax & Accounting (CPA's)
- Legal (Estate Planning Attorneys, Elder Law, Cottage Law, Business Attorneys)
- Insurance (Independent Insurance Firms)
- Lending (Mortgage & Commercial Lenders)
- Business (Valuation, Exit Planning, & Middle Market Investment Banking Firms)
- Ultra-High Net Worth Services (through LPL Financial)
