Overview

An advisor would want to operate their business under our company because we have a completely holistic approach to our clients, and our process for servicing clients is completely automated inside the company and allows our advisors to focus on bringing in new clients, or servicing their large relationships. Our service involves monthly specific touch-points that are valuable, specific tax reports that are sent out quarterly (if not needed, then annually), a completely hands off from the advisor in scheduling Annual Planning Meetings through Financial Planning, and many other automated processes all driven from our extensive Salesforce build out. We specialize on tax based, cash flow financial planning and can help new advisors learn financial planning to land larger clients, and solve complex challenges.

As part of our holistic approach we own and operate a property and casualty insurance agency that ties into larger conversations with our clients about their risk insurance. This is an important approach in protecting their financial plan. In other insurance offerings we have expertise in all forms of other insurance; long term care, disability, structured settlements, second to die estate tax policies, and can teach and help present these to clients.

We are working on onboarding an estate planning attorney and tax practice to provide completely holistic support across all major services that a high-net worth, ultra high-net worth client would expect.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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