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
