REMOTE PARAPLANNER, LLC
Paraplanning For Financial Advisors Serving
Clients With Equity Compensation
reduce busywork • increase efficiency • Work smarter
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trusted by award-winning advisors
Why remote paraplanner?
Specialized and experienced virtual paraplanning support.
secure
We understand the importance of protecting your client data. Remote Paraplanner utilizes secured, cloud-based storage, two-factor authentication, enterprise-level antivirus protection, and virtual private networks for data encryption.
specialized expertise
Financial advisors specializing in a niche require a specialized Paraplanner. Remote Paraplanner, LLC is one of the few paraplanners specializing in equity compensation planning.
easy accessibility
Working virtually requires a commitment to timely communication. Remote Paraplanner offers personalized chat channels, a weekly update(s) built around your schedule, and optional video briefings.
from the experts
"Outsource everything possible..."
— Gavin Spitzner
President, Wealth Consulting Parters
"If you want to keep doing it yourself, you're going to be limiting yourself. If you want to have more time and more flexibility, you'll be able to grow bigger and follow those paths. That's where paraplanning comes in."
— Michael Kitces
Publisher, Kitces.com
our solutions
Paraplanning and research support.
Paraplanning & Research
- Input client data into financial planning software.
- Make preliminary recommendations.
- Create scenarios and what-if hypotheticals.
- Generate standardized proposals and reports.
- Write comprehensive financial plans.
- Sit in client meetings and take notes.
- Ad hoc investment and financial planning research.
Featured in
zero training required
Experience with the following software.
