Brian Plain, CFP

As an estate planning attorney, I find myself working with clients to protect certain aspects of their financial life at a very high level, meaning, that while we work together to establish the framework that ensures the client and his or her family will be taken care of should something happen, I don't specifically deal with the financial vehicles involved in helping folks grow their assets during life. That's where the financial advisor comes in and why guys like Brian Plain are great to have on your team.

Brian is a financial advisor in Oak Park, Illinois, but like me, he is continually striving to make financial planning more efficiencies and more convenient for his clients through the use of technology. He focuses on lifestyle planning of which the goal is to have an ongoing relationship with a select group of families and individuals to help them identify, achieve and maintain their desired lifestyles from a financial perspective. Through our conversations, we have found a lot of overlap in the way we approach our professions and the way we look to help our clients take the worry out of life.

So, this past week I joined Brian on his podcast, The Alternative Advisor to discuss estate planning, small business law and technology and how we as advisors, while in different professions, can collaborate to ensure our clients are taken care of in life, and in death. Here's the link to the podcast as well as Brian's website.