Broker Check

The CCAN Solution

The Problem

For over thirty years, independent tax professionals have fought for the right to provide wealth planning services to their tax clients. However, it is only relatively recent that the financial industry has begun to offer independent tax professionals the opportunity to gain full control of the wealth planning process for the benefit of their tax clients.

Consolidation within the financial services industry over the past three decades has produced a number of financial services giants that offer a limited range of services and products designed to control the entire wealth management process. Many independent tax professionals have come to the conclusion that one company owning the entire wealth management process in this limiting way is not the best solution. You may be one of us.

We feel that, when one company owns the entire process, the independent tax professional can lose control of the broader wealth planning process. When this happens, wealth management services can become a means of enhancing corporate profits instead of the wealth of tax clients.

The Solution

On the other hand, when the software solutions, brokerage operations and wealth management services and products are offered by a wide range of independent providers via a truly open architectural platform, the independent tax professional maintains control of the wealth planning process.

I invite you to explore how today’s technology affords you this new and exciting opportunity.

“For over twenty years, independent tax professionals have fought for the right to provide wealth planning services to their tax clients.”

“…. when the software solutions, brokerage operations and wealth management services and products are offered by a wide range of independent providers via a truly open architectural platform, the independent tax professional maintains control of the wealth planning process.”