Financial Investment Advisors

Financial Advisor professionals like you seek to maximize a client’s wealth and minimize their personal and business risks.

We complement an Advisor’s core offering.

Staff One’s HR solutions can easily be recommended to clients during financial planning reviews, business strategy sessions, and product implementations. Becoming more knowledgeable about the HR outsourcing trend can lead to new financial planning opportunities and increased revenues for your professional practice.

Personal wealth and risk strategies such as buy-sell agreements, key-man arrangements, and business succession planning are not provided by Staff One.  Therefore, as our sales team learns more about an advisor’s specific expertise, those individual solutions from an advisor can often be implemented alongside a custom-designed HR outsourcing solution.

View our Financial Advisor case studies!