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Your Virtual Financial Planning Solution.
No Software. No Training. Just Solutions!
Financial Planning. Simplified. TM
OUR GUARANTEE, YOUR CLIENTS WILL LOVE THEIR PLAN OR IT'S FREE
Your monthly membership includes...
Gain access to tools to help explain what a comprehensive financial plan provides and why it is so important. Also gain insights into Social Security timing, Medicare Planning and more tools to provide to your client as their trusted advisor.
Unlimited access to CFPs®
Discuss your client situation and financial plan before and after you present the plan and solutions to your client. Reach out anytime to schedule a call or send an email to your virtual financial planning team.
24/7 Access to your personalized dashboard. Securely submit client plan requests & access client plans anytime through your secure portal.
Tax Planning Comparisons
We provide you tax comparisons for Roth conversion planning, business sales, concentrated stock positions, gifting strategies and more. You present these to your client as their trusted advisor.
Financial Plan Solutions
Your clients look to you for this service but building a plan takes hours of time. We build the plan & recommendations for you to present to your client all at a per-plan fixed price.
*Most plans are priced at $279 per submission. For questions regarding more advanced plans contact us.
Provide Custom Financial Plans to your Clients
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.
Identify an investment strategy that is aligned with your goals and risk tolerance.
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.)
An AdviceResort membership includes…
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
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.
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.
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.
No software is required.
Advice Resort uses a proprietary approach to create written Financial Plans that you present to your client.
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.
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.
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.
No, we provide objective, unbiased advice to you, the advisor.
We do not sell any products or make any commissions.
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.
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.
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.
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.
After we have the proper documentation, a plan can be done and sent back to you in as little as 3 business days.
No, this is an advisor-only membership resource. We do not talk or interact with your clients.
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.