Financial Advisor

Services Include:

• Plan Design Illustrations: We develop projections to help you visually convey to the company owner, how a plan can positively impact their retirement savings and tax savings.
• Retirement Plan Education: We offer a training courses for you and your staff to help simplify the complexities of retirement plans that give you the knowledge and insights necessary for closing your next sale.
• CEFEX Certification: An independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
• Fiduciary Training: Do you understand your understand your Fiduciary liabilities to clients retirement plans? We will train you and your staff on how to satisfy your fiduciary responsibility as a financial advisor.
• Retirement Business Structure: We will help develop your process and procedures for the retirement side of your practice.
• Retirement Plan Business Growth: Develop a sales strategy for mining your existing client portfolio and creating a sales plan.
• Seminars:
  • Taking full tax advantage of your retirement plan
  • Fiduciary training
• Advisor Tools: We offer an array of tools and templates to help you with your business.
  • Fiduciary Checklists
  • Fiduciary Committee Goals Worksheet
  • Fiduciary Calendar
  • IPS Template
  • Benchmarking