, we work closely with a number of third-Party Administrators, investment managers, and financial planners.
Our career specialists in wealth, tax, and asset management can help you augment the services you already offer clients. By partnering with us, you can offer your clients these additional services :
- Investment Management - Independent Money Management and Proprietary Funds
- Asset Management – Turnkey and Proprietary Services and Products, for Personal Accounts or Qualified Plans
- Financial Planning – Veteran Team of Financial Planners
- Tax Strategies – Cutting-Edge Products and Techniques
- Estate Planning – Estates of $5 to $250 Million
- Executive Compensation – Full-Service Design and Administration
- Group Employee Benefits – 800+ Corporate Clients, On-Line Services
- Life Insurance – All Carriers, Domestic and International'
- Health Insurance – 800 + Corporate Clients, On-Line and In Person
We have helped advisors add anywhere from $25,000 to as much as $250,000 to their bottom line. But whether you decide to partner with us on a revenue-sharing or non-revenue sharing basis, we can help you expand your business while helping you strengthen your relationships with your existing 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.