Freedom

We realize there are some great advisors out there working at brokerage firms that would love to get to an independent setting without having to tackle all of the obstacles and expense that come with starting from scratch. Our firm is structured to help advisors looking to get in an independent setting. With our technology, systems, and infrastructure we are equipped to handle advisors at all levels of production and AUM.

Quite simply, by joining a firm that is established, you won't have to engage an attorney to form a Corporation, set up benefit packages, enact a compliance program, evaluate performance reporting options, set up a client relationship manager, locate and furnish office space, and coordinate firm technology. We have created a turnkey, plug and play, independent solution for brokers looking to disengage from their brokerage firm and head to greener pastures by joining our firm.
 

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© 2009 The Retirement Planning Group    |    913.498.8898