Welcome to our Partners Section!
| We are privileged to work with some of the nation's top CPAs, Estate Planning Attorneys, and Family Law Practitioners, and we are always looking for good referral partners to service our clients. Visit our web site at www.ccmiplan.com and we'll send you our recently updated FREE ebook, Financial Self Confidence for the Suddenly Single, A Woman's Guide. Feel free to share it with any of your clients who may benefit from the information it contains. We'll also send you our other ebook, Your Employee Stock Options, as well as periodic educational videos and other information to assist you in working with clients in transition due to the death of a spouse, divorce, or other financial windfall situation. (Note: There's no obligation, and you can opt out at any time. Your information will not be shared with any third parties.) We look forward to the possibility of working with you. Please don't hesitate to contact us should you have any questions about the books or the services we offer. Regards, Brad Baumann, CFP Alan Ungar, CFP |
Duration: 00:02:01 Rating:  View: 1From: ccmiplan Keywords: brad, baumann, cpa, accountant, family, law, lawyer, estate, planning, attorney, financial, advisor, money, suddenly, single, women, divorce, widow, help, finances |
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