Yes. We take you through an educational process to help you pick the right custodian and broker-dealer for you. The world of independence offers many options, so we work to simplify your options and find the right fit for you.

Yes. We help you with every aspect of your office needs. Everything from finding the right location and negotiating your lease to furnishing it and getting it operational.

Yes. We work with your chosen custodian and compliance consultant and build a transition plan that follows broker protocol. Built into that process we work with your team on all the client paperwork needed for a successful transition.

Yes. We help with every aspect of your move. We have helped several advisors transition to independence. We have created a streamlined checklist that addresses insurances, staff, payroll, technology and everything in between. We not only consult you on your options but execute your final choices on your behalf.

Nearly every advisor we have helped transition to independence had a “note” with their prior firm. The good news is you have options. We will walk you through your options so you can make the best decision for you.

We help you understand the costs to set up and run your business and work with you to get the resources in place to execute your vision.

Our model is based on building a long-term partnership with you. Our goal is to be your day-to-day back-office partner long after your transition. While we understand the importance of a successful transition, we believe it is equally important to have a strong back-office to ensure your long-term success. That's why we don't charge you a penny for your transition, and we don't collect any fees until you collect yours.

We assist you with several operational aspects of your business. Data integration of your CRM, client reporting system and model portfolio system are vital to the success of your business. We help maintain these systems, manage data integrity, and provide regular training and support for you and your staff. We are in your office weekly to provide support.

Think of us as your firm’s CFO. Our mission is to help you run an efficient business where you will see results in your bottom line. We will maintain your company’s books and records. We help negotiate and manage all your vendor contracts and bill pay. We handle all client billing and provide cash flow forecasting and budgeting. We deliver all this information in our streamlined income statement and revenue dashboards.

As your partner, your growth is our growth. Much of our expertise is from client-facing sales roles. We work with you on building a solid plan for growth, integrate appropriate marketing tactics, and help you do the necessary work week-to-week to meet your goals. We provide the full marketing support needed from creation to implementation.

Our philosophy is simple. Whether you are looking to take your business to the next level or have a better lifestyle, once we understand your vision we focus on developing and refining the processes needed for you to achieve success. We believe our greatest value lies in the current processes we have available to you. They are proven and we have spent many years refining them. Whether it is incorporating more technology, integrating new revenue lines, or creating or enhancing your client experience, we will do the work necessary to achieve your vision.

Yes. Compliance is a vital component to your business and we understand the importance of staying compliant in today's world. While we do not act as your compliance officer, we work closely with your internal or outsourced compliance provider. We have several strategic partners that are compliance consultants and if you don't have one, we help you decide on the best fit for you. Then we help you manage the agreed upon compliance processes for your business and work with you and your consultant on an ongoing basis.

As an independent advisor, your payout is determined by your revenues minus expenses. The real benefit of independence is you control nearly all of these factors. We help you build the business you envision and then help you manage your income statement and balance sheet. We deliver back to you in a simple format all the revenues and expenses of your business so you can see in simple terms what your real "payout" to you is. All of our current partners have 68%-75% payouts after all expenses. That's including the cost for Freedom Partners.