For Financial Professionals

We understand a recommendation from a professional advisor means we not only carry our own reputation in the relationship, but that of the advisor as well. This is an obligation we take extremely seriously – the better service we provide to the client, the better the client will feel toward the advisor. We work diligently to ensure the expertise and skill we bring to the relationship positively reflects onto the advisor.

The Law Office of Wayne B. Becker is open to working with many different approaches – operating strictly within the advisor’s methodology, or creating a blended course of action. We understand each professional advisor, or the organization you represent, has their own method of interaction with the client – which is sometimes a construct, but often based on the individual needs or desires of the client.

We are also are pleased to work in tandem with advisors to educate current or prospective clients on estate planning matters, including will- and trust-based planning, asset protection, business succession planning, and elder law issues. The Law Office of Wayne B. Becker often co-hosts workshops or other outreach programs within our network of professional advisors.

In each and every case, our overarching goal is to meet the needs of the client and to foster an inclusive team approach. To collaborate with The Law Office of Wayne B. Becker, please contact our estate-planning attorney by calling  352-394-3109  today.