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Helping Our Clients Build & Preserve Wealth Across Generations

Integrated Financial Solutions, Tailored for you.

Special Needs Planning

 When caring for a person with disabilities, health issues are only the beginning of the concerns that must be acknowledged, understood and addressed. Special Needs Planning encompasses financial matters, legal issues and the future care of your loved one. Learn More about Special Need Planning!

Management

For experienced financial professionals seeking to take their practices to the next level, we understand the need for a smooth transition of your existing book of business. With Center for Wealth Preservation Transition Support, you’re guaranteed a dedicated team of transition experts by your side every step of the way to make the process seamless.
And if you’re already there, we’ll propel you forward with:

  • Tools for building your practice
  • Business plan development
  • Advanced sales training (Sandler)
  • Financial support for your marketing endeavors
  • On-site staff attorney
  • Proven estate & financial planning process
  • 24/7 online self study courses
  • Online virtual learning library
  • Professional designation reimbursements
  • Field software and selling systems
  • In-house technology support

Our goal is to provide a customized learning experience instead of a “one-size-fits-all” approach. Whether that’s instructor-led or self-paced through our virtual resources, you’ll have an opportunity to improve and expand your knowledge base.

CONTACT US

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Our goal is to attract business professionals and seasoned advisors who are concerned about financial strength, the expense of being on their own and those that are looking for a career structure that supports their desire for financial independence.

 

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.

CRN201412-167568