If you’re like most financial advisors, your clients have an average of five-to-six accounts, acquired over many years, from multiple sources. With little-to-zero communication between advisors, your clients’ accounts are not coordinated in a tax-smart manner and are paying unnecessary taxes. This is your opportunity to clearly differentiate and demonstrate your value as a financial advisor.

Coordinating clients’ taxable and tax-advantaged accounts can:
       •  lower investment taxes
       •  improve returns
       •  increase your clients’ confidence in you…
       •  …as well as their ability to realize retirement goals

LifeYield Proposal Advantage quickly coordinates accounts and illustrates how much more their assets can grow under your guidance. And it shows: the more of their assets you manage, the better you can do for them.