Your clients' plans, fully covered.
You prepare the return and draft the documents. Leon Grove handles the insurance and retirement-income side, and he sends tax, accounting and legal work back to you.
Book a Partner Introduction How it worksSimple, reciprocal and built around your clients
A 20-minute introduction
We talk about the clients you serve, the questions they bring you that fall outside your practice, and how you like to work.
Referrals in both directions
You introduce clients who need retirement income, life insurance, long-term care or Medicare planning. Leon introduces clients who need a CPA or an attorney.
Shared clients, coordinated care
With your client's permission, Leon keeps you informed so the insurance plan fits the tax plan and the estate plan you built.
The questions your clients already ask you
For CPAs and accounting firms
- "Will my savings create the income I need?" A retirement income plan that works alongside the tax plan.
- Business owners: funding buy-sell agreements, key-person coverage and succession planning.
- Long-term care: the planning gap that never shows up on a tax return.
- Medicare at 65: the decisions clients often bring to their accountant first.
For estate planning attorneys
- Estate liquidity: life insurance so heirs aren't forced to sell a home, land or a business to settle an estate.
- Beneficiary coordination: insurance and annuity beneficiaries that match the plan you drafted.
- Long-term care planning alongside your elder law and Medicaid work. You handle the legal side.
- Business succession: funding the buy-sell agreement you prepare.
Leon stays in his lane
- Never gives tax, accounting or legal advice. Those questions go back to you.
- No referral fees in either direction. The relationship rests on client service.
- Your client relationship stays yours. Leon adds to it.
- Clear communication on shared clients, with their permission.
Beyond referrals
Lunch-and-learn for your team
A short, practical session for your staff on retirement income, long-term care or Medicare basics, so they know when to bring someone in.
Co-hosted client workshop
An educational evening for your clients, with you on taxes or estate law and Leon on income and protection.
A resource you can trust
When a client asks you an insurance or retirement-income question, you have a credentialed specialist to send them to.
Leon Grove, ChFC®, RICP®
Founder & CEO of Grove Financial Group Inc.
- 29 years in financial services
- ChFC® and RICP® designations, plus a doctorate
- Former college finance professor, teaching accounting and finance at the undergraduate and graduate levels
- Marine Corps veteran, 14 years
- Insurance licensed in Alabama, Florida, South Carolina, North Carolina and Arizona
Let's start with a conversation
Twenty minutes to learn about your practice and see whether working together would serve your clients.
Book a Partner IntroductionPrefer to call? (251) 206-7074