RIA+ continuity and succession planning provides turnkey blueprints crafted by an experienced team. Planning that may take advisors years and thousands to build solo. We help coordinate seamless leadership transitions, client service continuity, and account for unexpected events so you can reduce your risk and rest easy.
Continuity Planning. A straightforward, contingent, revocable continuity structure gives your clients and prospects peace of mind, aims to address regulatory requirements, and helps your family financially if you pass away prematurely or lose your ability to work.
Succession Planning. The decision to retire may seem sudden, but successfully completing the process takes 3 to 5 years of preparation. Our solutions seek to equip you for this transition ahead of time, providing the framework for retirement while allowing you to maintain autonomy until you decide when timing is right.