Advanced planning as an extension of your practice
Look to a deep bench of in-house professionals, lawyers, and subject-matter experts for in-depth analysis and creative solutions in myriad planning areas.
Trust and Estate Planning
Advanced Insurance Concepts
Concentrated Stock Planning
Health Care in Retirement
Special Needs Planning
Stock Options Planning
Elder Care Planning
Video: How Vance increased value for his clients with the help of our Advanced Planning team
Research puts you at the forefront
Thought leadership from in-house specialists, plus access to leading research from trusted third-party providers, helps you gain standing as an industry authority.
- Sophisticated, in-depth analysis goes beyond the surface.
- Objective perspectives on a full spectrum of topics help you make recommendations.
- An array of competitive research resources helps inform your portfolio decisions.
- Regular market and economic commentary assists you with strategy.
- Commentary and 1:1 consulting provide insight into the fixed income markets.