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Get Your Free Guidebook and You’ll Discover

It’s easy to change financial advisors.

You don’t have to talk to your current advisor to make a switch. We’ll show you how.

It’s easy to get an evaluation of your advisor.

You’ll learn how to get a free evaluation of the performance of your portfolio and advisor.

It’s easy to get help even if you want to go it alone.

We’ll show you how to get assistance even if you plan on managing your own accounts.

 

We’re Free

Our service is free, easy to use, and there’s no obligation of any kind.

 

Step by Step Process

Using our step by step process we’ll help you fire your advisor or determine if you should.

 

Monitor Progress

Help to monitor your transfer and intercede on your behalf when necessary.

 

Find a Better Advisor

Should you find a better advisor or find a place to manage your money independently?

 

Professional Designations

Registered Investment Advisors and Certified Financial Planners® to assist with your move.

 

Useful Resources

Useful resources for helping you understand how to leave your financial advisor.