WHO NEEDS THIS?
- Advisors who don’t want to hire a full time CFP or Paraplanner for their office
- Advisors who can easily transfer information to a knowledgeable trained person remotely
SERVICES:
- Running Financial Plans for Clients
- Uploading financial software in various programs
- Money Guide Pro, Wealthvision, Naviplan; Right Capital and more
Remote Advisor Resources is not affiliated with any broker/dealer or financial institution