Financial Advisors: Are you adding value to your clients' lives? Or are you just an expensive robo-advisor?

Today’s clients want a more comprehensive partner who will integrate their investments with the rest of their lives. Discover how to actually work with clients to discover their values and priorities and create a financial plan aligned with their life goals. Become the financial advisor who moves forward with them into the next stage of their lives.

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What We Offer

We provide training through webinars, DVDs and live workshops to prepare financial advisors and other professionals to become Certified Elder Planning Specialists®,

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Frequently Asked Questions

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What kind of clients do you work with?
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What is your turn around time?
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Do you have an affiliate program?
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“Annalee really knows her stuff and has the experience to back it up!”

Financial Advisor

“Facilitating inter generational communication is an important challenge all advisors will encounter, and Bob’s common sense suggestions are right on.”

2014 Tampa FPA Presentation

“Annalee has in-depth knowledge of the challenges seniors and their families face as they age. She is a wealth of information!”

Teri Zeise

District Manager, Wimmer Brothers Senior Communities

“I would highly recommend Bob for any organization.”

Margaret Holmes

Executive Director, Mayflower Place Continuing Care Retirement Community