Get Paid Today

How many clients have you had to pass by because they only have company sponsored retirement accounts?

Now you can charge them a fee to advise them on those plans.

The average fee in our industry is 1% of the client's asset base per year.

Only one client with $250,000 in a retirement plan will cover your cost for the year. $250,000 x 1% = $2500

You get Evergreen Income each year.

As the account grows, so does your income.