Our Team and Our Values
We aim to enrich financial advisors and their businesses by providing a foundation that will improve productivity, save them time and give them back their mojo. We run on efficiency, care, trust, laughter and the ability to get the job done.
Through an experienced, motivated and dedicated team we add value to their business and their clients.
At our core, we enjoy helping people and making a difference. As administrators, we are driven to be efficient and we want each of our clients to run at their most optimal.
Our vision is to be the leader in administration in the financial services industry; we will be the most accessible, dynamic and dependable service provider. We will have a positive impact on every financial advisor, client and product provider we connect with.
Our team, with a healthy balance of fun, dedication and working smart will flourish in all aspects of their lives.
We will be known as being reliable, caring, funny and dedicated.
Financial planning is a highly professional space with high expectations on delivering excellent service while maintaining compliance in a highly regulated environment. We identified a need for financial planners to have experienced, reliable and affordable support.
Financial planners face numerous challenges and we want to use our skills, knowledge and network to help grow their business. We add value through processing applications, policy changes, paraplanner and practice management.