We want to help people make smart financial decisions…
How?
We do this by being proactive and holistic. We believe that embracing these two values allows advisors to use their time more efficiently and effectively while helping their clients get the best advice possible.
For CPAs:
We believe that your clients deserve the best advice possible. As such, in order to provide your clients with premier service, we will partner with your firm through our team-based approach. This helps you deliver more value to your clients by helping you become more proactive and holistic. You will be able to provide your clients with what they deserve… the best advice possible.
For Business Owners:
There are many areas of your business that you need to protect. Unfortunately, finding advice to address all of these areas can be a time-consuming and confusing process. We serve as your financial architect by uncovering your “financial blind-spots” and providing resources to ensure a proper financial foundation.
For Financial Professionals:
We understand that you value your independence, however, we want you to have the confidence that you’re not alone! Therefore, we serve you behind the scenes so that we don’t get in-between you and your clients. Our services are designed to make you look good in front of your clients while supporting you throughout the entire sales process.
Our Qualifications
Advisor’s Resource Company was founded by both a Certified Finacial Planner (CFP) and a Fellow of the Society of Actuaries (FSA). Through our years of experience in the financial services industry we have developed strong relationships with vetted specialist who allow us to provide you and/or your clients with the best advice possible, even if we are not experts.
As your financial architect, we help to build a team filled with the expertise you need to succeed. We work with your current team of advisors; we do not try to replace them.
Our Network of Advisors allows us to provide advice in the following areas:
Corporate Structure
Risk Management
Taxes
Investments
Exit Strategy
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