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Financial Planning

If you are a CPA firm, enrolled agent, bookkeeper, or insurance agent and are looking at adding financial planning to your platform, we can help you seamlessly integrate that offering into your services. If you are already a financial planner and would like to expand your platform, we offer excellent consulting and back-office support to help you identify and address some of the more complex scenarios that may arise.

Here are some examples of financial planning services we provide:

  • RIA Platform
  • Retirement planning
  • Investment options and advice
  • Qualified account management and rollovers (IRAs, 401ks, etc.)
  • Tax-efficiency analysis for a variety of investment options
  • Advanced tax-planning strategies
  • Asset allocation
  • Health Savings Accounts and Health Reimbursement Arrangements
  • Succession planning
  • Asset protection
  • Charitable gifting
  • Estate planning/preservation
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