The Advanced Planning Group, available through Cetera Financial Group, is an invaluable resource consisting of attorneys and CPAs offering a consultative approach and a wealth of information.
Whenever you need assistance for more complex financial situations, you can count on Cetera’s Advanced Planning Group to:
- Provide advice on technical or legal issues.
- Discuss alternative planning strategies.
- ERISA Consulting services.
- Furnish reference materials, documentation or sales materials on specific topics.
- Offer consultation with your clients’ attorneys or other professional advisors to assist with especially complex matters.
- Support your sales and servicing efforts in key planning areas by providing comprehensive tools and resources including tax and legal updates and comprehensive research.