The Future of Financial Planning is Here
Deliver greater value and add more revenue with Estate Plans.
Financial Advisors benefit from Helios because they expand their services, offer more value, develop generational relationships with their clients, and gain a competitive advantage.
Deepen the value of financial planning.
Quarterback the process of gathering the information needed to create a basic, attorney-quality estate plan.
Provide additional benefits to your clients
Make succession planning a priority
Strengthen your clients future
Create deeper relationships
Get an edge over the competition.
Estate planning can now be used as a unique way for your firm to communicate another unique value proposition. For many, providing Estate Planning coordination may entice prospects who previously did not see enough value in standard planning advice to become a client. Alternatively, advisors can now provide these services at no additional cost to their clients (advisor absorbs the cost) as a way to strengthen an existing relationship.
Supporting the Entire USA
The Helios Integrated Planning system provides full Estate Planning services for all 50 states and Washington DC, including the supplemental documents required for each Estate Plan. All documents are state-specific based on the address used by the Advisor’s client.
Ready to start coordinating Estate Plans for your clients?
Clients benefit from Helios because they get attorney-quality estate plans at a fraction of the cost that attorneys charge.
