Office Flexibility for the Modern Business Person

As a veteran advisor, you know that business is not always transacted in a traditional brick and mortar office. In fact, in our experience a significant part of our business occurs while on the road visiting with clients or on a mobile phone between appointments.

Our aim is to facilitate a flexible work culture that is representative of how business is conducted today. W-2 employees enjoy the flexibility of working out of a branch office or they can make a home office, or both. For 1099 contractors, the flexibility of maintaining their own professional office or a work-from-home arrangement is common but they also have the additional option of officing in our corporate branch.