Customize Each Plan We don't use templates to create plans for advisors. We create each plan based on your specifications. You choose which what-if scenarios to run, which pages will show up in the report, and anything else you need customized for a particular client or prospect.
We Are Planning Experts With over 40 years of planning experience between our two expert planners, you can rest assured that we know what we are doing. We are also of course experts in the WealthTrace Planner, which means we get your plans created quickly, efficiently, and accurately.
Save Money And Time You can save a lot of money when you don't have to spend time creating financial and retirement plans. You don't have to hire an in-house paraplanner or administrative assistant--let us handle it for you. If you do at least $2,000 in paraplanning business with us in a year, you get the software for free!