Assist financial advisors in executing financial plans for their clients. As an advisor, you guide your client through the planning process. We assist 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