What Happens if One of My Team Members Retires, or Closes Their Business?

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This is one of the primary benefits in working with a team. Most likely, the other team members have worked with several specialists in the area. They will introduce you to several of the new advisors from which you can choose the one with whom you are most comfortable.

My Financial Situation is Very Basic. Do I Still Need a Team of Advisors?

Most likely you may already have one or two advisors you trust to handle most of the areas of you’re financial and estate plan. Typically, people have a tax preparer, an attorney, and perhaps a financial planner.  It is your responsibility to ask them if they feel comfortable giving advice in all these areas and if not, have them refer you to additional experts.