Consulting for a Fee
Your clients have complex financial planning concerns that go well beyond managing their investments. Your commitment to providing them with consulting expertise is part of why they rely on you. Through our in-house consulting programs, you can get compensated for the consulting services you deliver—after all, you've earned it.
Work with existing and prospective clients to review investment portfolios held elsewhere, create a financial plan, and provide advice on a range of financial topics—from retirement and estate planning to risk management and taxation—through the Wealth Management Consulting program.
With the help of our Advanced Planning team's extensive experience, you can tap into the technical knowledge you need to guide your clients through every aspect of the financial planning process.
Financial topics covered by the program include:
Financial and estate planning
Portfolio and investment analysis
Retirement income planning
Business succession planning
Budgeting and cash flow analysis
Executive benefit analysis
Taxation analysis
Education planning