Advanced Planning Desk: Asset Management
What is it? Advanced planning, case design, OCIO, ...
17 November, 2021
A firm who delivers upon its promises, including direct access to executive management, product experts and a common sense compliance department, to protect and serve you and your clients.
What We Do
We have created an environment for advisors to provide best-in-class solutions for clients without limitations or proprietary products. Advisors have ongoing access to a broad range of internal and third-party experts who are focused on one thing – figuring out what is best for the client.
Solution-centric. Not product-centric.
Deepen
Give Clients More
Uniquely positioned to help advisors better understand their client needs, deepen their relationships, and provide more.
Broaden
Help More People
Offer a higher level of service, expand your expertise and scale your practice to help more people, in more ways.
Accelerate
Access High-End Offerings
Provide premium solutions and concierge service for clients by leveraging our advanced planning desk.
“Successful wealth management is a collaborative effort. It flourishes when the process maintains objectivity, the advice is unbiased, and the client and advisor enjoy an open line of communication.”
– Ray L. Lent
Chairman
Portsmouth-SmartLife Financial Group and Portsmouth Financial Services
Partners
We Believe In Transparency
Recent Blog Posts
-
-
Helping Advisors Enhance the Client Experience
Are you doing all you can to provide your clients ...
20 October, 2021 -
Reducing Client Fees and Increasing Advisor Revenue
Many firms will try to dazzle advisors with bells ...
17 November, 2021
Schedule Some Time To Learn About How We Can Help You Elevate Your Clients’ Experience.
General Support
(Account Opening & Account Servicing)
Email : clientservices@psslfg.com
Money Movement
(Distribution, Contribution, RMD etc.)
Email : movemoney@psslfg.com
Business Development
Email : info@psslfg.com