We have been providing consulting services to financial planners, CPA's
and investment advisors since 1993. With a "can do" approach, we
help you establish goals and then implement a plan to help you achieve those goals.
On-Site Consulting
Consulting services are available for financial services firms looking for
advise, training and implementation of services. We offer consulting services that
include: business plan development, service development, broker dealer search, software
implementation and training. Our fees are $125 per hour plus expenses. Contact
Scott Abboud, CFP for details.
Key Benefits
Develop a proven business plan
Utilize our 14 years of financial services experience
