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For Tax Professionals & Attorneys
(651) 472-5577
The Limborg GroupFee-Only Planning & Investments · Stillwater & St. Paul

For tax professionals, divorce attorneys, and estate attorneys

Our goal is to make you look good, and stay in our lane

Your clients often need financial planning and investment help that sits just outside your work. We fill that gap, adapt to the way you work, and never step into your role.

Refer a client Call (651) 472-5577

What you can count on

  • Clear roles. You handle the return or the legal work. We handle the planning and investments, and never prepare returns or give legal advice.
  • No surprises. With the client’s permission, we share anything that affects your work before it happens.
  • Plain English. Clients understand our recommendations, which makes your conversations with them easier too.
  • Fee-only, nothing to sell. Paid only by the client, so an introduction never looks like a sales pitch.

For tax professionals

Our goal is to elevate the work you already do

Every tax practice runs differently. We adapt to yours, so every client you send us is a referral that reflects well on you.

See how we work with tax professionals →

Some ways we can support your clients

  • Multi-year planning around Roth conversions, withdrawal order, and required minimum distributions
  • Managing income around Medicare IRMAA thresholds
  • Coordinating retirement income from pensions, Social Security, and savings
  • Year-end account information you need for preparation, including downloadable cost basis files you can import directly into your tax software
  • Inherited IRA and inheritance planning

For divorce attorneys

Financial clarity for your divorce clients

Brian is a Certified Divorce Financial Analyst®. You handle the legal side; we focus on the financial side.

See how we work with divorce attorneys →

Some ways we can support your clients

Before settlement, when it’s a fit

  • Answering the client’s question: “Will this settlement be enough?”
  • Helping identify which accounts and assets to target or protect
  • Comparing assets on an after-tax basis, so a larger-looking asset isn’t mistaken for a better one
  • Modeling the long-term impact of keeping the house, pensions vs. 401(k)s, and support ending

After settlement

  • Implementing the division of assets, including QDRO transfers
  • Updating beneficiaries and account titles
  • Building a single-household budget and a new investment plan

For estate and elder law attorneys

Accounts that match the estate plan

An estate plan works best when beneficiary designations and account titles line up with the documents. We help your clients get there, and keep it that way.

See how we work with estate attorneys →

Some ways we can support your clients

  • Coordinating beneficiary designations and account titling with your plan
  • Funding trusts with the right accounts
  • Helping families plan for an inheritance before it happens
  • Family meetings so spouses and adult children understand the plan
  • Planning ahead for incapacity, including trusted contacts on accounts

What your clients can expect

  1. 1

    A quick phone call

    We reach out promptly after your introduction for a brief, no-pressure conversation.

  2. 2

    An honest fit check

    If we’re not the right fit, we’ll say so and help point them in a better direction.

  3. 3

    A clear plan

    Recommendations explained in plain English, coordinated with you where it matters.

  4. 4

    Ongoing care

    Investment management and planning that adjusts as their life changes. Once a client, always a client.

We typically work with households that have $400,000 or more in investment assets, including assets received in a settlement or inheritance. If you’re unsure whether a client is a fit, just call and ask.

Refer a client

Brian Limborg, CFP®, CDFA®, 17 years as a fee-only fiduciary advisor.

Please don’t include confidential client details here. We’ll gather what we need directly, with the client’s permission.

(651) 472-5577 St. Paul office, by appointment: 962 Inwood Ave N, Oakdale, MN 55128

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