Would you like to use Plan Confidence in your practice?
If you are interested in learning how you can incorporate our ERISA and SEC compliant technology in your practice, check out our website exclusively for financial advisers.
We offer a Co-Adviser “lease” where you can set your own pricing, use your own Asset Allocation model and have a “white labeled” Participant Dashboard.
We also have a Promoter Agreement where you refer your clients to us and we do the rest.
And don’t worry, we are an “Internet Only” SEC Registered firm.
We DO NOT compete with you for the rollover or any other financial business.
