At Alder & Robb we know that proper planning not only requires a proper understanding of options available to a client, but also requires a team of dedicated professionals advising a client in helping them reach one united goal. That is why we offer our patrons these resources to better understand the world of estate planning and how strategies might benefit your clients through estate, tax, and business planning tools. As a longtime member of WealthCounsel, a national organization which encourages collaboration between Estate Planners and Financial Professionals, we know how to work with you and your clients to develop mutually reinforcing strategies and provide value to your business as well as value to your clients.
We hope these resources will help clarify your questions, inspire creative strategies, and most of all foster a strong relationship of trust as we work together to serve our mutual clients. If you are an advisor, agent, or other financial professional and would like access to this learning center please contact us in Salt Lake to schedule a time to meet and chat or discuss a specific client's needs.
Find out how Alder & Robb can help you in your business: call 801-463-2600