Legacy Assurance Financial Joins BKR Group | AccountingWEB

Legacy Assurance Financial Joins BKR Group

BKR Cornwell Jackson Group is pleased to announce the addition of Legacy Assurance Financial Group, L.P. to the BKR Group of companies.

Legacy Assurance Financial Group, L.P. focuses on wealth management and business succession solutions designed specifically for entrepreneurs and closely held businesses owners. The managing director of this new division is Robert D. White, a chartered Financial Consultant and 19-year veteran in the financial services profession.

“By bringing the focused business-owner orientation of Legacy Assurance Financial Group, L.P. to our practice, we are truly able to serve as comprehensive ‘Advisors for Life’ to our clients,” says Gary Jackson, Managing Partner of BKR Cornwell Jackson. “I have personally known Robert White for over 30 years. He and his team embody the combination of heart, caring, integrity and excellence to take our firm’s wealth management and legacy assurance services to a whole
new level.”

White and his current firm, Robert D. White and Associates, have entered into a formal alliance agreement with BKR Cornwell Jackson effective January 7, 2007 with a planned merger of practices slated for December 2007. The new practice, known as Legacy Assurance Financial Group, L.P. will be part of the BKR Cornwell Jackson Group. The Financial Professionals are affiliated with and securities are offered through Linsco/Private Ledger, Member NASD/SIPC. The new practice takes a comprehensive approach to asset protection, wealth-building disciplines, exit strategies, legacy architecture for family wealth management, and continuous legacy assurance services for the business owner and his or her family.

White announced that the new alliance agreement and planned merger is the culmination of a long-time business partnership plan that he and Jackson have shared for the past 15 years. “I am excited about the opportunity to offer the high quality service and customer care excellence that has been the hallmark of my practice for the past 19 years to the BKR Cornwell Jackson Group,” states White.

BKR Cornwell Jackson Group is a Dallas-Ft. Worth based multi-disciplinary accounting and financial services practice founded in 1981. With an affiliation with BKR International, the firm’s professionals strive to be “Advisors for Life,” helping clients to realize their goals, dreams and aspirations by delivering quality audit and attest, tax, accounting, development and consulting, merger and acquisition, and financial planning services. For more information, please visit www.bkrcj.com.


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