How We Serve CPAs and Other Advisors
For Your Business Clients:
We increase your value to your business clients with 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 to retain their Key Leadership Team. Every dollar invested in these leaders is recouped. The question begs to be asked:
"How much would you invest in your leadership team if you knew that you'd recoup every dime of it?"
For Your Substantial Net Worth Clients:
We amplify 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 your client lives in.
Call or contact Pelotonics Financial Services today to learn more.
Let Us Increase Your Value to Your ClientsCall us today for a FREE initial consultation. (336) 860-1880 |