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The Who, What and Why’s of Succession Planning

 

Succession planning can be a very difficult task to undertake as you address leaving the practice that you spent your life working tirelessly to build.

 

Who:
SAI Financial Services, Inc. - A leader in the Independent financial services industry.

Value Proposition:         

Our foundation is built on meaningful contact that develops from co-designing, implementing and maintaining robust financial plans while keeping clients and their family members in mind. 

Core Values:                     

Integrity, Ethics, Reliability, Service

What:

  • Custom built Information Technology structure
    • Access to corporate owned state of the art technology
  • Open Architecture
    • Access to third party management providers
    • Full Universe of investment products
  • Dedicated staff - One on one support from implementation to completion of on-boarding
  • Comprehensive transition solutions
  • Autonomy – Flexibility with regard to portfolio construction
  • Integrated platform for fee and commission-based services

Why:

  • Mature, growth orientated firm
  • Relationship-centric business
  • Corporate owned state-of-the-art information technology structure
  • Investor first philosophy

 

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