Packages and Offerings
Starting at $500/Month
The FLIGHT bundle is perfect for the advisor who broke away from the dredges of corporate life to focus on their true passion: family planning and wealth management. With complete back office outsourcing and automation, the FLIGHT bundle allows advisors to let go of the stresses of the back side of running a business.
The FLIGHT Bundle includes everything an advisor could need in terms of back office support. From automated billing and reporting, or outsourcing executive administrative details, FLIGHT offers a dedicated staff who are committed to supporting the back end of your business.
The FLIGHT Bundle includes:
Ala Carte Services
Dedicated FLIGHT support staff
Advisor Succession Build Out and Sale
Consulting and Concierge services
Elements of CORE Bundle
Starting at $700/month, the FLIGHT bundle is the ideal choice for the independent advisor who misses the support a corporate employer offered