Home Office Support

Because we understand that you have a thriving tax practice that takes priority, we are committed to providing exceptional support to facilitate a smooth transition in providing financial services.

Our home-office personnel is trained and ready to help you add financial planning to your tax practice. In an effort to help you meet with success, you have access to experts in every financial planning specialty including:

• Investment Planning

  Your consultant’s mission is to help you with the financial planning process, business-building strategies, technical support, case analysis, product selection and even help you conduct your first meeting.

• Retirement Planning

  Our specialists assist you with technical qualified plans and quasi-qualified plans. These services include plan design, turn-key package recommendations, census analysis and distribution planning.

• Insurance Planning

  We provide dedicated specialists to assist with planning complex strategies and understanding specific policy details.

• Estate Planning

  You receive assistance with concepts such as structuring beneficiaries, charitable remainder trusts, irrevocable life insurance trusts and basic family and bypass trust planning.

• Fee Planning

  Our specialists help you determine the appropriate program to meet your clients’ needs, create proposals and assist you with the paperwork needed for establishing accounts.

• Banking Services Program

  Your specialist will help you with placing specific consumer and business banking products and services, loans and mortgages for yourself and your clients.

For more information on our Home Office Support call (800) 742-7950.