Your Virtual On-Demand Back Office for Advanced Case Planning

We help top planners attract and retain more ideal financial and estate planning clients by helping them deliver transformational experiences to their clients. We are a virtual on-demand advanced back office. Advisors appreciate our knowledge and help to evaluate and design the advanced strategies. We do the heavy duty quantitative analysis. The advisor implements more cases because our beautiful reports give clients clarity and confidence to take action, and address the concerns of other advisors. Since 1996 we’ve been involved in more than 500 client situations with net worths from $10 million to over $300 million.

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Dave has a national reputation for developing unique and comprehensive solutions for complex family situations.

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Call Us To Discuss Your Case at 1-888-703-3900

11555 N. Meridian St. Suite 560, Carmel, IN 46032

Phone (888) 703-3900 | Fax (317) 571-3615

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