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Planning with Advisors |
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| Do you prefer to spend your time in front of clients, or in front of your computer? How can you best leverage your time? If you’d prefer to spend your time in front of your clients, Holland Advisory Services offers quality financial planning support, without your having to be locked into hiring and training additional personnel for your practice. We can provide back office financial planning support / paraplanner services — drafting, constructing, and writing a suitable financial plan, in consultation with the advisor, for presentation to the client. The process is very flexible, and depends on your preferences. We would analyze the gathered data by using financial planning software, or a proprietary spreadsheet format.
Please contact us to find out more. |
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