Know your role. Excel in your role.
Our platform allows you to offer holistic financial, tax, investment, insurance, and estate planning services to all of your clients. With a back office Advanced Planning Team, consisting of highly experienced Estate and Trust Attorneys, CPAs, CFP® Professionals, CFA®s, and CLU®s, your clients will receive highly sought-after comprehensive services.
What role do you identify with more?
|Option A||Option B|
Running Competitive Analysis Reports
Building Multi-Dimensional Comprehensive Retirement Plans
|Building a Retirement Income Plan|
|Building an Investment Plan|
|Building an Insurance Plan|
|Building an Estate Plan|
|Maintain Compliant Files|
If you chose Option A and want to regain your time back...
DELEGATE "the grind" to a third-party para-planning firm.
Our multi-disciplined planning system is built for top advisors so they may offer Private Family Office - style planning at a fraction of the cost, avoid the costly overhead, and properly document each case in a more compliant manner.