Advanced Planning Group

We know that from time to time you may encounter complex tax or legal questions when working with prospects and clients. Through our partnership with Cetera, you will have access to the Advanced Planning Group that provides advisors with advice on sophisticated financial issues and strategies. The Advanced Planning Group’s highly-credentialed legal and tax professionals are available to be a part of your team providing detailed information on topics including:

  • Wealth transfer and estate planning
  • Retirement and distribution planning
  • Business and succession planning
  • Stock options
  • Life insurance planning