The services are provided to top-tier advisers across Cetera’s network, the firm says, representing approximately 10% of all its affiliated advisers. Cetera says the Advanced Planning Group provides these advisers with the ability to meet the increasingly complicated demands involved in developing tax, wealth transfer, estate planning, and wealth preservation strategies for clients and their families.
“More than ever, independent financial advisers are dealing with complex wealth management issues, as high-net-worth clients seek effective strategies to maximize and transfer their wealth in a landscape of ever-changing tax laws and regulations,” says Steve Dunlap, executive vice president, wealth management, Cetera Financial Group. “With the support of the highly experienced Advanced Planning Group, advisers will be better equipped to address a wide array of client financial planning needs, ranging from complex tax deferral strategies and employer stock option analyses to intergenerational asset transfers.”
The in-house consulting team is comprised of legal and tax professionals who additionally provide advisers with updates and interpretations regarding emerging legislation and tax code changes that will affect advisers and their clients. The Advanced Planning Group does not provide advisers with operational advice or portfolio management counsel.
More information on Cetera Financial Group is available here.