Level 1:

Included with OSJ affiliation

no additional fee

Practice Management

• Strategic Planning: Deep dive planning meeting focusing specifically on your business
• Transition Services: Dedicated transition team and timeline for full operation
• Marketing: Marketing plan development, customized materials, presentations, website development consultation, social media, client and prospecting events, branding, lead generation, templates and more
• Book of Business Report: Business review, segmentation plan, client approach materials
• Regional Advisor Forums & National Network Summit: Business building and networking
• Fixed Business Support: Contracting, consultation, case design, management and support
• Practice Management: Improving operational efficiencies. Process and procedures. How to maximize the value of your business
• Business Development: Acquisitions, valuation, recruiting, transition services
• Business Structure: Entity structure, outsourcing, segmentation, technology assessment, estate planning coordination
• Business Services: Consultation on Q/NQ plans, business owner planning, life insurance, premium financing, group health-life-disability, key person, executive benefits, LTC
• Succession & Continuity Planning: Consultation, planning framework and template agreements. Exit strategy consultation and business valuation
• Compliance/Field Supervision: Consultation, support on policies and procedures

Level 2:

Fee For Service

Asset Management

• Model only: As low as 20bps
• Fully outsourced investment management (research, selection, monitoring, trading, managing): 35 bps

Financial Plans

• Full service: We consult with you, collect data, prepare and present the plan: $450 (may vary based on complexity)
• Data entry only: $250 per plan
• Train the trainer: We help train you on the software and serve as a help desk, no charge

Retirement Plans

• We work with you on a plan-by-plan basis to define the level of support needed (who does what) and to determine a split if applicable