We've worked with Independent Planners and Insurance Agents, Property & Casualty Agents, Real Estate Agents, Employee Benefits Brokers, TPAs, and more. 

Eligibility to form a Financial Services partnership is a function of state regulations, SEC regulations, Professional Governing bodies (e.g. AICPA, State Bar, etc.) and program requirements. In short, your eligibility is dependent on your profession and your geographic location.

The next step is to determine your eligibility based on your specific set of circumstances.

If the concept resonates with you...