Transition Planning

The biggest obstacle to going Independent or leaving your current Broker Dealer is the wall of change thats about to occur -- new forms, new regulations, new technologies, new expectations, new culture, new personalities. Its very daunting and weve all faced it. You know its in your best interest, and that of your clients, to make the move. But the wall keeps you penned in. So rather than move to a better opportunity, you continue to endure a relationship that is not in your best interest.

This is where U.S. Planning Group thrives. One of the reasons weve chosen to stay a small, close-knit firm is so we can be of real support; not just an 800 number or email. To make the transition truly easy we need to be there with you, which is why we only accept Advisors within a three-hour drive of Atlanta. It lets us get to you in your office and personally help you transition to a better technology, better support, more offerings, and the potential for future growth.

Weve helped every one of our associates with this process.  Better yet, at U.S. Planning Group our entire support and on-boarding team possesses multiple securities registrations and insurance licenses, which gives us an understanding of the details that non-registered support would not. We know what you need and what you dont. We speak the same language and share the same objectives.

Simply stated, our process delivers a transition process and timeline tailored to you. Together, we can scale the wall quickly so you can free yourself to be with current clients, to attract new clients -- and to reach your business goals.

Transition Planning