Guest Episode | Drake Friesen on the Power of Tax Professional and Financial Advisor Collaboration

Drake Friesen, Owner of Cinch Accounting, joins us for a deep discussion on the ways tax professionals and financial advisors can work together and enhance each others' services. This episode includes a plethora of things to look for as a professional to help determine if you're obtaining the level expertise from financial professionals that you need based on where you are in your financial life and career.

Drake can be reached via email at drake@cinchaccounting.co or you can connect with him through his website, Instagram, or Facebook

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

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