How We Serve CPAs and Other Advisors

For Your Business Clients:

We want you to become the "Go-to guys" for your business clients.

• We provide advanced strategies you don't have time to keep up with.
• As a result, you increase your billable hours by providing a proven and repeatable process  for your clients to keep their Key Leaders.

 

 For Your Substantial Net Worth Clients:

We increase their existing philanthropic giving capacity, without negatively impacting their personal or business balance sheet.

• In other words, we help your clients give more.
• To accomplish this, we will rely on your professional expertise in the process.
• These folks remain your clients, not ours. They brag about you, not us, at their country clubs and to their friends and family members.
• The vast majority of attorneys we work with will be deeply experienced in Estate Planning.
• Our CPA firms will be significantly focused on pro-active business tax planning and succession planning.
• Our financial advisors are fully licensed in whichever state their clients live in.  

For more information, Call or contact us at Pelotonics Financial Services.

 

For Group Insurance Brokers:

If you suspect there is something wrong with our current employer-based health insurance system, and are ethically driven to find better, more affordable plans without compromising important benefits or access to the best care, contact us to learn more.