Partners Program

A Broadened Scope of Service and Support

Your clients sometime look to you for recommendations and referrals beyond your expertise.  By forming a strategic partnership with Financial Partners you can expand the range of services that you offer, while maintaining your independence.  Building a partnership with Financial Partners can give you a competitive advantage that benefits your clients – and your business.

Our Partners Program helps us form and develop revenue-sharing strategic alliances with CPAs, attorneys and other centers of influence by providing marketing, expertise, and business planning resources.

A Comprehensive Range of Resources and Capabilities

Financial Partners was founded on the premise that clients are best served when their trusted advisors collaborate to provide prudent cohesive advice.  Our Partners program gives you access to a whole new range of resources and capabilities, including:

Estate Planning

  • Tax-efficient wealth transfer
  • Estate liquidity needs
  • Estate tax reduction strategies

Business Planning

  • Corporate benefits
  • Business succession planning
  • Nonqualified deferred compensation
  • Key person insurance
  • Group retirement plans

Risk Planning

  • Life insurance programs
  • Income protection planning
  • Long-term care insurance
  • Disability insurance

Asset Management

  • Investment goals and risk profile
  • Portfolio analysis
  • Personalized portfolio management

Alliance CPA

Alliance Attorney