Expand Your Capabilities
Complex Financial Planning
You can serve high-net worth clients and keep complex financial needs in-house – we have your back.
Robust platform that helps drive ultra-competitive pricing and new revenue streams — with no haircuts. Our unique approach lets you offer insurance without holding your own license, meeting your most important clients’ every need.
Help your clients find the most tax-efficient strategies to round out their financial plans. We can even file their taxes so there’s no need for a CPA.
Get everything you need to tap into the profitable group retirement plan market. With access to Pontera and a turnkey 401(k) plan, you’re in business.
Now you can serve the trust needs of your clients, including corporate trustee services.
We can handle estate planning documentation for you, so there’s no need to refer out to an estate attorney (or worse…have clients do it themselves).
Meet the Advanced Solutions Team
We truly believe that Carson is client-first minded – a trait we share.
Clients come first. And Karsten Bond knew his firm, Driven Wealth Strategies, needed a partner who shared that belief.