Join High Valley
Benefits of partnering with High Valley Financial Planning:
- Mentoring and close personal coaching by AiRung Liu, the Branch Manager. Over 17 years of industry experience, and proven record of successfully growing book of business.
- Shared location, furniture and equipment for lower overhead costs.
- Case design support to help you provide best in class solutions to your clients.
- Camaraderie and joint work with other experienced financial advisors within our OSJ group network.
- Established brand name, website, marketing collaterals (email, webinar, brochures, etc.) that you can adopt and use for your own marketing.
- Experienced local, and regional operational support and problem-resolution
Additional benefit from our OSJ office, Iron Point Financial Advisors
- A local, knowledgeable compliance team that protects your practice and eases your burden
- Quick pay and less rejected paperwork
- A collaborative relationship with the home office
- Negotiating power with our broker-dealer on platform pricing, special situations and commissions
- Coaching, mentoring and local support to help you reach your goals
- Camaraderie and joint work with experienced planning and product professionals
- The latest proven training for you and your staff
- Built-in succession and contingency planning
Our Broker/Dealer Securities America, Inc.
- Intuitive technology allows you to become more efficient, productive and profitable
- Award-winning practice management solutions
- Robust Advisory & Asset Management programs let you do business your way, on one convenient platform
- Industry leading Retirement Income Distribution Planning Software
- A Financial Professional-centric culture