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Financial Advisors will find a large array of resources and services available to them to help their clients achieve maximum results from their retirement programs. We work with most major insurance and mutual fund providers in the retirement arena and, as well as, offer open architecture platform trading and daily valuation for those advisors who prefer to design their own investment line-up. Outside brokerage accounts from most major firms are not a problem, and we specialize in handling non-liquid or “out of the box” investments that require extra care for reporting purposes. Advisors can also create custom investment models on our platform using mutual funds or ETF’s.
Put our resources to work for you and allow our new business team to prepare a custom proposal for your client. Not comfortable presenting a cross-tested profit sharing allocation or defined benefit proposal to your client? We routinely make our representatives available to help you through the process. Let us know how we can help you provide a great retirement program tailored specifically to meet the needs of your client. Contact us today.