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.

ERIK MILLER

ERIK MILLER

SENIOR VICE PRESIDENT, ADVISORNET FINANCIAL


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