Will the Hartwood Group work with my CPA, Tax Attorney
or other advisor?

As many advisors have a limited knowledge of our specialized 412(i) plan, it is important to involve a client's advisor(s) early in the process. This allows advisors the opportunity to have their questions and concerns addressed. If requested by the client, advisors will be included on web presentations, conference calls, and email correspondence. Once all advisors are well informed on the 412(i), the client proposals will be completed.