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Freedom of Schedule for Independent Financial Advisors




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You are a small practice with 3 or fewer employees. You like the idea of working from anywhere, but aren't sure how to release yourself from your office. You or someone in your firm work from a remote location, and you want to work as though you're right next to each other.

We will work together to organize your client files so all employees can access them, regardless of location. We will integrate your email across your desktop at the office, your netbook for travel, and your Blackberry, iPhone, or Android based smartphone. We will utilize existing technology to allow your clients to reach you almost anywhere in the world as if you were right next door.