Join Our RIA

Be part of something fun and exciting, while also doing what's best for you and your clients.

6 REASONS TO JOIN OUR FIRM

Offer Tax Planning & Preparation to your clients....For FREE

Through our team of CPAs & EAs offer full tax planning and preparation at no cost. Clearly differentiated yourself from other planners so you can close more business and build deeper relationships with current clients.

1

Own Your Clients

Making a switch to an RIA platform can seem daunting, but with a dedicated client transfer team, we handle all the busy work, allowing you to concentrate on providing value to your clients.

2

Spend More Time on What You Love

Reduce paperwork, compliance, or admin hassles. Our dedicated service team takes away all those hassles allowing you to spend more time with your clients and growing your business.

3

Make More Money Now

With net payouts higher than comparable RIA firms and higher than most broker/dealers, you can earn more money now, while still building value for the future.

4

Turnkey Investment Management

Leave the research, trading, and implementation to us. With portfolios rooted in academic research, you can feel confident your clients are getting the performance they expect.

5

Top-Notch Marketing Support & Software Bundle

Personalized marketing tailored to you and your client base, helping you to grow in your terms, and an integrated software bundle to help you efficiently service your clients.

6 WHAT YOU CAN EXPECT

The Help You Need

With a full client transfer team and back-office support, making the transition to a fee-only financial planning firm has never been easier. Your clients will experience proactive, responsive service that ensures nothing slips through the cracks.

Higher Payouts & Faster Growth

Higher payouts are essential, but so is driving sustainable growth and client retention. By adding tax planning & preparation you clearly differentiate yourself from competitors and build deeper relationships with your clients. Combined with higher payouts this means more income for you while providing your client with a broader and better financial planning experience.

Join Our RIA

6 REASONS TO JOIN OUR FIRM

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WHAT YOU CAN EXPECT

Higher Business Value

The Help You Need

Higher Payouts & Faster Growth

7699 Georgetown Center Dr Jenison, MI 49428