Not All Heroes Wear Capes: Building our “Superhero Team”
By: Dustin A. Husarik, CFP®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management
Rather than leaving our clients to find these experts on their own, we take a proactive approach by developing relationships with highly qualified professionals. Our Superhero Team consists of specialists we trust – people we have personally vetted and met with to understand their expertise. By fostering these relationships, we help ensure our clients have access to top-tier professionals who align with their needs and values.
How This Helps Our Clients
Below is a growing list of areas we have developed trusted contacts with:
Executive Vice President – Financial Advisor
Magnan Family Wealth Management
Navigating the financial ecosystem can be complex, and no one professional has all the answers. When you hire us, you’re gaining access to a network of professionals who can help address all aspects of your financial life. That’s why we have built (and continue to build) our Superhero Team – a carefully curated group of external professionals including CPAs, Estate Planners, Insurance Specialists, and other professionals. Just as the Superheroes unite to tackle complex challenges, our network of experts collaborates to help ensure our clients receive comprehensive financial guidance.
Why We Built Our Superhero Team
Planning doesn’t exist in a vacuum. Your financial success is tied to many other areas – taxes, estate planning, business planning, insurance, and more. While we focus on creating and managing your plan, we recognize that other specialized professionals play a crucial role in helping you achieve your goals.
Rather than leaving our clients to find these experts on their own, we take a proactive approach by developing relationships with highly qualified professionals. Our Superhero Team consists of specialists we trust – people we have personally vetted and met with to understand their expertise. By fostering these relationships, we help ensure our clients have access to top-tier professionals who align with their needs and values.
How We Select and Work With Our Trusted Network
Building our network isn’t just about finding skilled professionals – it’s about ensuring they’re the right fit for our clients. That’s why we take the time to meet with different specialists over coffee or lunch. These meetings allow us to:
- Understand Their Expertise: Every professional has their own strengths. Some CPAs specialize in business tax strategies, while others focus on personal tax planning. Some estate attorneys excel in complex trust structures, while others work primarily with young families. By getting to know them personally, we can match our clients with the best professional for their situation.
- Assess Their Approach and Values: Technical skills matter, but so does the way a professional interacts with clients. We want to refer to professionals who are not only knowledgeable but also approachable, communicative, and client-focused.
- Build a Collaborative Relationship: We don’t just hand over a name and walk away. We coordinate with these professionals to help ensure seamless communication between all parties involved in a client’s financial life.
How This Helps Our Clients
Life is complex, and so are financial situations. Whether a client is navigating a business sale, going through a divorce, managing an inheritance, or structuring charitable giving, having the right network in place is critical. Our Superhero Team Provides:
- Specialized Advice for Unique Situations: A business owner’s tax strategy will look vastly different from a retiree’s. By connecting with the specialists, we help ensure they receive the most relevant guidance.
- A Streamlined Experience: Clients don’t have to spend time searching for a CPA, attorney, or insurance expert – we’ve already done the work to find trusted professionals.
- Financial Confidence: Knowing that each piece of their financial puzzle is handled by a qualified expert helps clients feel more confident about their financial future.
Below is a growing list of areas we have developed trusted contacts with:
CPAs
Estate Planners
Tax Attorneys
Divorce Attorneys
Social Security
Medicare (General Experts, Medigap, and Supplemental)
Health Insurance
Structured Settlement Attorneys
Litigators
Corporate Attorneys
Homeowners Association Attorneys
Real Estate
Commercial Real Estate Lending
Business Valuation
Business Exit Planning
Mergers and Acquisitions
Mortgages and Reverse Mortgages
Home Equity Line of Credit
401(k) Record Keepers and Third-Party Administrators
Insurance (Disability, Umbrella, Property, Commercial, Etc.)
Family Service Elder Assistance
Family Dynamics (Emotional Challenges That Come With Managing Wealth)
Travel Agents
Private Banking
Charitable Giving
Jeweler (Yes! We Even Have a Contact for Jewelry Needs!)