Deliver The Quality Financial Plans

Clients Have Come To Expect

As professionals with extensive field and client experience – we think how you think, we speak how you speak, and we understand how to make smart and meaningful recommendations to your clients. With different levels of service to serve every need and budget, we enable you to deliver impressive and personalized financial plans without the headache of having to hire, train and manage staff.

Financial Plans Personalized For You And Your Clients

A Proven Process For Financial Plan Production

We’ve developed a reliable and consistent process for producing financial plans that enhance the client experience and create success for the advisor. Our team of analysts work through scenarios and cases to determine the best solutions to meet your client’s goals and create opportunities for the practice.

Comprehensive Plan Production

Comprehensive plan production including data entry, data confirmation, case solution, deliverable drafting and completion of the delivery process at home office.

$400 per 1st year plan*
$325 per renewal plan*
  • Produced by analysts located in the United States who understand the needs of American clients

  • Scenario planning and case analysis

  • Recommendations so you never miss an opportunity

  • Submitted according to home office requirements and deadlines

  • Additional reports based on advisor/client needs*

  • Comprehensive options include insurance illustrations, customized Tax Control Triangle and/or Brentmark report, as requested per plan.

  • Can include Confident Retirement™ verbiage and charts

  • Deliverable (proposal or letter) from notes created in Case Analysis meeting

  • Customized templates


11-25 plans


26-50 plans


51-99 plans


100-149 plans


150+ plans

Volume Discounts

Get Rewarded For Doing More Plans

Discounts are calculated based on signed agreement date and apply once a breakpoint is achieved. The rate above reflects the discount of the base price of the plan based on current breakpoint at that time of year.

Hear What Our Clients Have To Say

“As an advisor, you already wear too many hats. I want to be physically and mentally present with the clients, which is why I have leveraged these amazing people to help us with the technical stuff. It creates a meaningful experience for the client and a better experience for me as an advisor.

– Brian Britt, Britt and Associates

Read The Full Case Study

Ready To See What Value Outsourced Financial Plan Production Can Deliver To You?

Schedule a call with our Financial Plan Production Team to learn more.