Services for Other Professionals

You may be a portfolio manager, insurance agent, accountant or lawyer with expertise in whatever it is that you do best, but you encounter financial planning issues where you or your clients need help. We can provide that specialized financial planning expertise on an ad-hoc or ongoing basis.

This can include consulting services to help you and your team add financial planning to your practice. We can help you develop a financial planning offering, choose financial planning software, build a data collection process, and identify best practices.

As fee-only, advice-only financial planners, we provide broad, comprehensive financial advice. And even though we cannot be experts at everything, we have a deep network of third parties that we call upon for advice for our own clients. We can do the same for you and your clients by sharing our knowledge and our network to enhance your client relationships.

Think of us as a one-stop shop for financial planning, retirement, pensions, tax, insurance and estate planning. Working with us can be more efficient than the cost and complexity and trying to develop your own financial planning department internally.

We can work with you discreetly behind the scenes, like an out-sourced financial planning department. This may be as simple as a financial planning hotline and email inquiry service or as complex as preparing white-label financial plans with your branding. We can also work directly with your client. You can pay us, or your client can pay us. Fees will be quoted in advance on a project or hourly basis. If we are collaborating with other professionals, we can coordinate a team approach accordingly.