Financial Planning Firms
, we work closely with a number of Financial Planners, Brokers, and Money Managers.
Our career specialists in wealth, tax, and estate planning can help you augment the services you already offer clients. Or you may decide to consult with us on an especially complex case or to bring in additional expertise for sophisticated clients.By partnering with us, you can offer your clients these additional services :
- Tax Strategies – Cutting-Edge Products and Techniques
- Estate Planning – Estates of $5 to $250 Million
- Financial Planning – Veteran Team of Financial Planners
- Philanthropy and Gifting – Proprietary Strategies and Software
- Investment Management – Independent Money Management and Proprietary Funds
- Tax-Deferred Plans – Annuities, Private Placement Structures
- Owner Tax Strategies – Cutting-edge, Proprietary Concepts and Products
- Succession Planning – 20 + Years of Experience
We have helped advisors add anywhere from $25,000 to as much as $250,000 to their bottom line. We can help you expand your business while helping you strengthen your relationships with your existing or prospective clients.
to see a list of the reputable firms who have already decided to work with us. Or contact us
to arrange a telephone or in-person consultation.