Financial Planning - - BOWEN -

There are many pro­fes­sion­als that you may need to call on oc­ca­sion­ally or even just once. Some of the most com­mon one-off ex­perts in­clude: A per­sonal lines in­surance spe­cial­ist — a prop­erty-ca­su­alty agent who works at the very high end of the mar­ket.

A credit ex­pert to eval­u­ate a client’s cur­rent loan sit­u­a­tion.

A de­riv­a­tives spe­cial­ist to deal with con­cen­trated stock po­si­tions.

An ac­tu­ary to ad­dress cer­tain com­plex life in­surance is­sues.

A val­u­a­tion spe­cial­ist to ap­praise busi­ness in­ter­ests, real es­tate or col­lectibles.

Best bet: Look to your core team mem­bers to tap into these spe­cial­ists on an as-needed ba­sis. Chances are, they work with many of these an­cil­lary ex­perts al­ready, and can bring them on board when the time comes.

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