Скачать или смотреть The Value of a Holistic Advisor

At C2P Enterprises, we help advisors establish a holistic financial planning strategy that provides better service to their clients. A holistic financial plan takes a 360-degree look at the client’s situation to better understand their short-term and long-term goals for both their life and their money. Whether planning for high-net-worth clients or the average local retiree - it’s about more than just bringing them the latest investment opportunity or finding the right portfolio.
This type of holistic wealth plan offers financial advisors a solution for any individual’s economic puzzle. A holistic advisor can develop a one-of-a-kind proposal to help maximize their customer’s wealth, health, and happiness while seeking to minimize any potential tax pitfalls and managing gaps in the market.


Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

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