CUSTOM FINANCIAL PLANS CREATED
FOR YOUR CLIENTS.
We build the plan, you share the solutions.
Your Client's Financial Plan includes all of these Solutions:
Retirement Planning
Financial independence timeline for retirement with stress-testing how inflation, investment returns and spending impacts your projected retirement plan.
Social Security Planning
Social Security optimization analysis and report, medicare, long-term care and health care cost review.
Cash Flow & Tax Planning
Identify your spending needs in order to maximize your savings, taxes, and debt management.
Investment Planning
Identify an investment strategy that is aligned with your goals and risk tolerance.
Insurance Planning
Review existing policies and evaluate adequate coverage for life, health, disability, long-term care, and liability.
Estate & Legacy Planning
Estate planning: estate tax exposure, for estate needs recommendations (wills, trusts, and family legacy dynamics.)
We Simplify the Pain in Planning
With 3 Simple Steps
NoTraining,NoSoftware,JustSolutions.
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1 Sign up
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2 Access Forms for Clients to Complete
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3 Present the Plan
Sign Up and Become an Approved Advisor
AdviceResort is the online financial planner that creates custom plans for all of your clients and their goals. Sign up to get access to our team of certified financial planners and stop wasting valuable time.
Access forms for Clients to Complete
We streamline the information collection process with out comprehensive data gathering tools that prevent costly back-and-forth meetings and allows our team to create custom financial plans for you and your client.
Present the Plan
Our custom financial plans come with scenario recommendations to give your clients event more direction for their financial future. We give you the plan, you present it. Questions? Our team of certified financial planners is a phone call away to help you.
How It Works
Save Time
A financial plan can take hours of your time to develop. We create the plan for you, from start to finish. You, as trusted advisor, present the plan directly to your client.
Increase Revenue
No software costs and no additional in-house financial planners to hire. Increase revenue by offering your products and services as solutions to the plan recommendations.
Gain Clients
Stand out from your competitors by offering your prospects and clients comprehensive financial plans. Now you can provide objective financial planning to complement your area of expertise.
Access Everything
24/7 access to your online virtual financial planning team who will answer your planning questions directly. Submit new client plans & access existing client plans anytime through your secure portal.
Why Choose Advice Resort
Virtual Financial Planning Solution
Your personal dashboard online gives you access 24/7 for financial planning questions and starting a plan for your client.
Custom Financial Plans with Recommendations
Each AdviceResort plan covers six primary areas of financial planning: 1) Tax 2) Insurance 3) Estate 4) Investments 5) Retirement and 6) Education. We use our proprietary approach to develop written financial plans that you present to your client. You, as trusted advisors, present the plan to your client and offer your products and services as a possible plan solution.
Unlimited access to CFPs®
Advice Resort does more than just provide advisors custom financial plans. As a member of Advice Resort planning questions, income tax planning, social security, Medicare and more.
No Software Costs
Advice Resort requires no software. This saves you hours of time per plan. No more data entry or plan construction. Advice Resort builds the plan and recommendations for your
Ready to Get Started?
What You Get
Financial Planning Solutions For Your Clients
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Financial Plan Solutions
Provide customers a personal financial plan and report card that gives insight and direction into their financial future.
Learn MoreYour Client's Financial Plan includes all of these Solutions:
Retirement Planning
Financial independence timeline for retirement with stress-testing how inflation, investment returns and spending impacts your projected retirement plan.
Social Security Planning
Social Security optimization analysis and report, medicare, long-term care and health care cost review.
Cash Flow & Tax Planning
Identify your spending needs in order to maximize your savings, taxes, and debt management.
Investment Planning
Identify an investment strategy that is aligned with your goals and risk tolerance.
Insurance Planning
Review existing policies and evaluate adequate coverage for life, health, disability, long-term care, and liability.
Estate & Legacy Planning
Estate planning: estate tax exposure, for estate needs recommendations (wills, trusts, and family legacy dynamics.)
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Financial Plan Recommendations
Customers are prescribed next steps and personalized recommendations to make significant financial improvements.
Learn MoreFinancial Plan Recommendations
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Investment Recommendations
Plan provides risk & allocation to match client's desired risk level and goals.
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Insurance Recommendations
Plan uncovers risk exposure and provides guidance for proper coverage.
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Tax Recommendations
Plan outlines tax optimization for current & future years including concentrated stock, business sale, itemized deductions and Roth conversions.
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Estate Recommendations
Plan outlines estate issues with assets & family dynamic including overview with trusts, wills, executors, health care directives special needs & estate tax implications.
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Sample Plan
Employess can compare their financial standing to their peers and gain access to nationwide benchmarks.
Learn MoreScroll Through Sample Pages
AR-Recommendations-Blur3
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My Vault
Provide customers-related activities that integrate additional employee benefits into the overall planning process.
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Access to CFPs ®
Recieve individualized support through live chat or 1-on-1 calls with real financial professionals ready to make a difference.
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Dashboard & Marketing Tools
Help customers improve their financial literacy with effective tools such as quizzes, calculations and surveys.
Learn MoreAdvisor Dashboard
24/7 Access to your personallized dashboard. Securely submit client plan requests & access client plans anytime through your secure portal. &Marketing Tools
Financial Plan Benefits
Outlines what a comprehensive plan includes plus a description of each planning segment.
Financial Plan Flow
Provides a visual process of what a comprehensive plan includes from start to finish.
Financial Plan Costs
Explains the benefits of paying for a plan. Charge your client direct or pay for it as a value-add to your offering.
Social Security & Medicare Planning
Social Security timing optimization and break-even analysis. Medicare options overview and cost review in retirement.
About Advice Resort
We Simplify Financial Planning
Creating your client a comprehensive financial plan provide recommendations for retirement planning to help them gain financial peace of mind.
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Advice Resort Planning
Licensing Fees are currently $3,600 annually.
The typical time to create a comprehensive financial plan is about 5 hours.
We have the independence and product solutions in all areas of the client’s needs.
The advisor will spend less time in front of the computer and more time with their best clients, prospects or doing other revenue generating activity.
Don’t allow and advisor that is not familiar with the software create a plan, it can take longer to complete a plan and can produce a plan that is not user friendly.
A second set of eyes can add value to your relationship with a client.
We will enable that advisor to do what they do best.
Traditional Firm
Clients visit their CPA to drop off their tax documents.
Billable hours model based on time needed to perform the work.
One CPA handles all tasks for all of their clients and could cause delays in response time.
Only available for clients during tax season.
Client is required to present financial statements and mileable documentation in person at the firm.
A CPA at a traditional firm may be knowledgeable overall, but not an expert in any specific field.
Documentation is printed or stored on a hard drive which can result in possible loss or misplacement of information.
What Advisors Are Saying
Deeper Relationships, Increased Revenue, Objective Advice
Advice resort helped me save my time increased revenues.
The products based on the financial plan recommendations were excellent!
They really went above and beyond and built me a comprehensive plan!
FAQs
What is virtual financial planning?
It is an online financial planning resource giving you access to a team of virtual planners CFPs®. Our virtual planners work with you directly and answer financial planning questions and build custom Financial Plans upon your request.
Why should I use a virtual financial planning resource?
If you are not offering comprehensive financial planning then you are losing business.
Advice Resort offers advisor-direct virtual financial planning.
This allows you to discuss your clients’ questions with a CFP® and then receive objective answers to all of their planning, retirement, tax, social security and Medicare questions.
Additionally, Advice Resort creates written plans with recommendations for your clients upon your request.
How can I grow my business with virtual financial planning?
4 main points:
- First, save time by not having to spend hours with data entry and software.
- Second, save money by not having to hire additional planning staff.
- Third, become your clients’ primary trusted advisor by providing solutions to their complex financial planning needs.
- Fourth, grow revenue by presenting your services and products as potential solutions to the financial plan recommendations.
What financial planning software is required?
No software is required.
Advice Resort uses a proprietary approach to create written Financial Plans that you present to your client.
Why is there a monthly fee for a virtual financial planner?
First, Advice Resort replaces the need for software, saving you thousands of dollars per year.
Second, the monthly fee provides you access to CFPs(r) for financial planning questions, retirement planning, income tax comparisons, social security modeling and much more.
Third, gain access to marketing tools to help gain more clients and increase business revenue.
Why is the cost for a financial plan separate from my monthly fee?
If you want a financial plan created for your client, there is an additional cost for this service as it is separate from the online virtual financial planner access.
How competitive is the pricing of monthly membership and cost per plan?
First, many advisors enjoy virtual access without having to hire their own in-house financial planner which can cost tens of thousands of dollars per year.
Second, financial planning software is not required, which saves you thousands of dollars and many labor hours per user, per year.
Third, our proprietary approach to develop written Financial Plans that you present to your client, we believe this saves thousands of dollars per year.
Does your virtual financial planning sell any products or charge any commissions?
No, we provide objective, unbiased advice to you, the advisor.
We do not sell any products or make any commissions.
Can my client pay for the cost of the financial plan?
The nominal fee for the cost of the plan can be passed on to the client directly. This is between you and the client with how the cost of the plan is handled.
Why would my client want to pay for a financial plan?
In many cases, your client has never had a plan, or their plan was most likely narrowly focused on insurance or investments.
A financial plan done through Advice Resort provides a comprehensive, objective plan including specific recommendations for retirement planning, social security timing, Medicare overview, tax planning and optimization, investment and risk review, insurance risk review and estate planning.
How do I have my client get you their information for a financial plan?
3 simple steps:
- First, Advice Resort provides you the necessary forms upfront to gather all the information.
- Second, you gather the information directly from your client.
- Third, you send the client information to Advice Resort through your secure advisor dashboard.
What happens after I submit all of my client information through the advisor dashboard?
Advice Resort starts building out the plan. If there are additional questions, we reach out to you directly. You then you follow up with your client with any outstanding items needed.
How long does it take to get a completed plan to present to my client?
After we have the proper documentation, a plan can be done and sent back to you in as little as 3 business days.
Can my clients call one of your CFP® planners with questions?
No, this is an advisor-only membership resource. We do not talk or interact with your clients.
What if I have follow-up questions after I present the plan to my client?
As your virtual financial planning partner, you have access to our CFPs® anytime and we can answer your questions before or after your client meetings.
