As an advisor, you guide your client through the planning process. Outsource Financial Planner assists you in the process by: • Allow you to spend more time working in your area of core competency • Add an experienced team member on-demand without salaries, benefits, training, etc. • Enhance the depth of expertise you offer client… Continue Reading…

By FRAN HAWTHORNE FEB. 11, 2013. The New York Times ONE of the tax-fairness controversies in the presidential campaign last year grew out of the news that 33 of the wealthiest Americans paid little or no income tax in 2009, in part because they probably applied stock market losses to counter capital gains. If they… Continue Reading…

 A Formal Process… We’ve all heard that systems increase a practice’s efficiency. But there never seems to be enough time in a day and often the principals are the ones who guide the system so their input is needed in the creation of any formal process. If financial planning is a core offering in your… Continue Reading…