Pre-transition solutions for independence
Solutions to prepare
You might have heard this already, but you really do want to start planning at least three months ahead of your transition. During this phase we’ll get you up to speed on everything you need to know to optimize your transition’s success.
Here’s what we’ll help you with:
Marketing and business development
Business protection
Referral Network
Ready for the next step?
Think you're ready for
independence?
Let's engage confidentially.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network.
As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network. As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.