Elevate your advisory services with our on-demand outsourced e-money planning solutions, and spend more time focusing on your areas of core competency. As an advisor, you guide your client through the planning process. We can assist in the process by:
- Focus your time on your core strengths and priorities, free from distractions.
- Expand your team effortlessly with experienced professionals—no salaries, benefits, or training required.
- Boost your client offerings by leveraging the expertise of a CFP® designee.
- Stay ahead with cutting-edge financial planning software, free of licensing and fees.
- Tap into our specialized expertise to navigate complex client scenarios:
- Equity compensation strategies (restricted stock, stock options, non-qualified deferred compensation).
- Tax planning, including projections and year-end strategies.
- Comparative analysis of multiple e-money scenarios displayed side by side.
- Pension assessment and planning considerations.
