Outsource Financial Planning

About Jacque LeFore

Jacque LeFore became a CFP® certificate in 2002. After graduating with a Bachelor of Science in … Read More

Why Outsource

The obvious benefits of outsourcing financial plans for most advisors is the fact that the advisor … Read More

How We Work

Step 1 Data Collection: Typically, the advisor will collect data from the client including asset and … Read More

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 by adding a CFP® designee
• Maintain the latest financial planning software without licensing, fees, etc.
• Access our expertise in a variety of complex client planning scenarios