ADVISORY SERVICES PAYMENT PORTAL
ADVISORY SERVICES PAYMENT PORTAL
CONSULTING SERVICES PROGRAM
The NEXT Consulting Services Program allows an IAR to offer clients financial planning and/or consulting services. The nature of these services varies based on an analysis of individual client needs. Areas addressed can include but are not limited to: investment portfolio advice; business or estate planning; financial counseling and/or planning; and complex planning services. Recurring payment term length is one year (12 months).
PLAN PARTICIPANT INVESTMENT ADVICE SERVICES
Plan Participant Investment Advice Services are designed to allow our IARs to provide non-discretionary advice regarding a client’s employer-sponsored retirement plan account. Recurring payments continue indefinitely until canceled.
