..continued – Paraplanning Hub Testimonial

There are report writers, paraplanners and advisors and too often the lines get blurred. What Tony provides the busy advisor with is a toolbox of knowledge to match their own from which he can assemble a tailor made report in line with your own literal and visual preferences so for all intents and purpose, you could mistake it for one of your own reports. Add to this an excellent service, deadline commitment, and an informed sounding board at a reasonable cost, then you have the perfect answer to how you can spend more time doing what you are best at, leaving the often time-consuming and less rewarding aspect of your business to a first-rate report writer.

Phillip O.