SPECIAL ADVERTISING SECTION
Don L. Landers, Garry D. *Weiss, Coralie B. *Forsee, Sandi *Haynes
Landers, Weiss & Forsee, LLC • Financial Advisors 33 E. Broadway, Columbia MO 65203 • 573-449-0018 • www.lwandco.com • gweiss@lwandco.com
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t Landers, Weiss & Forsee LLC, Financial Advisors, clients don’t have to “consult their tax advisors”; their financial advisors are their tax advisors. In 2003, the partners of the CPA firm Landers, Weiss & Co. LLC saw a need for financial services with an emphasis on taxefficient strategies and so formed the financial services firm Landers, Weiss & Forsee LLC. “Under prior state law, CPAs in Missouri were prohibited from offering financial services,” explains Don Landers, a firm partner with Garry Weiss and Coralie Forsee.
“When that law changed, we realized that we were in the best position to offer our clients financial services since we were already familiar with their financial situations, we had established relationships, and we could offer something other financial professionals couldn’t: Tax advice for maximizing the tax efficiency of their investments.” At Landers, Weiss & Forsee, the emphasis is on goal attainment rather than returns. “This requires periodic reviews, tax efficiency and attention to risk for each client in every step of developing, implementing and following a plan, and also provides a comfort
level for clients when the markets are volatile,” Weiss says. The firm keeps up-to-date with a continuing education program through its broker dealer, 1st Global Capital Corp., and through web and live seminars on various financial products. “In addition, as partners in a CPA firm, we take at least 40 hours of continuing education annually, which includes tax updates and financial industry updates,” Forsee notes. “We are uniquely positioned to give our clients expert, comprehensive and tax-efficient advice for reaching their financial goals.”
*Registered representative licensed to offer securities through 1st Global Capital Corp., Members FINRA, SIPC. *Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.