PLANNING PARTNERS
About Us
We provide comprehensive financial planning services for advisors, along with well-researched recommendations for insurance, tax, qualified plans, investments, and more. We act as an extension of your team, providing decades of experience and insight that you pass on directly to your clients and prospective clients. This allows you—the advisor—to increase your value proposition with your clients.
FIRST MEETING CHECKLIST
For your first meeting, we suggest you complete this checklist. By providing us with the following information, we will be able to better evaluate and provide you with a comprehensive financial plan.
Download the Checklist