Practice Management

Financial Planning

Whether you need access to financial planning software or an expert to guide you through building a comprehensive financial plan, ProEquities is here to help you through this critical piece of a successful practice. Currently, ProEquities supports advisors using MoneyGuidePro, eMoney, NaviPlan, Profiles, and Finance Logix. Whether you are looking for cash-flow or goals-based planning, we can support your efforts and determine the best software for your practice. Additionally, we can walk you through the intricacies of not only developing, but delivering the results of a comprehensive financial plan.

Portfolio Construction

Putting the results of a plan into action is essential to the growth of any practice. We have qualified individuals in the home office that can take the intended asset allocation and help you determine when and if to use things such as alternatives and passive investments in your client recommendations. Building a customized portfolio can often make the difference in a client acquisition. We can assist using traditional packaged products such as mutual funds and ETFs or third party money managers and strategists.

Succession and Continuity Planning

As an independent business owner, succession and continuity planning are critical. You have developed your client base over many years, now let us help you ensure your legacy. Business valuation, a topic of utmost concern in this scenario, has become a dynamic proposition. If you don’t have a continuity plan, we can help design one for your business that protects what you have built.


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