Overview

We are primarily seeking

1) an experienced CPA or tax savvy estate planning attorney interested in growing their business with passive sustainable income via revenue sharing from an investment advisor, and looking for some potentially free office space.

2) A CPA or E.P. attorney that is leaving the corporate environment to go independent, that is interested in growing their business with passive sustainable income, and looking for some potentially free office space.

We would leverage our expertise with our clients and you would provide them tax consulting and tax preperation services or estate planning services. You can charge for tax preparation separately if you prefer. We leverage the expertise of other professionals such as lawyers, LTC specialists, insurance specialists, bankers, realtors and other experts to deliver a truly premium comprehensive experience for clients. You'd be the CPA or the attorney we refer our clients to and you'd get paid simply by answering the telephone.

Our firm is primarily manages client investments for a fee and included in that fee is premium, high integrity, comprehensive financial planning. We give a minimum 10% of all profits back to charity.

We have a turnkey lead generation, presentation and financial planning process with an extremely high success ratio. Despite the firm currently being only one advisor in production, we meet with 15+ qualified ($250k+) prospects a month, with investable assets averaging $1mm. The problem is, we don't have enough advisors to handle this volume. I need a partner willing and wanting to grow fast with me by taking some of these leads off my plate (not an exaggeration).

Me: I'm a CFP, MBA, CFS, CTS, alternative investing certified and social security/medicare certified. I'm a Christian comprehensive financial planner with 17 years financial services experience, having consulted over $1b in wealth in that time. We have a presence on youtube, social media, and in our local communities.

You should be:
- Versed in taxation and/or estate planning
- Willing to obtain your series 65 & 63 licenses (not that hard)
- You must have 1 + 1 + 3 mentality.
- You'd rather be the best than the cheapest.
- High integrity a must
- Faith based a plus

Please contact me if you'd like to discuss this further.

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