We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience.
We provide support and resources through…
- practice development
- professional coaching
- continuing education
- advanced technology utilization
- and financial planning business model integration for planners
…to not only envision, but to execute – a multi-disciplinary practice.
We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice.
If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation.
Financial Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.