At HBW, our most important job is to maximize our advisors’ success by providing the tools you need to best serve your clients. Whether you want to grow your own brand or grow your own book of business under our brand, we’re here to support you. Our true independence allows us to seek out and find a vast array of carriers, companies, investments, and services for our advisors, thus providing their clients with far more options. Additionally, we make competitive products available, along with powerful client acquisition programs, adaptive use of available technology, and extensive training.
Services For Advisors
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AUM & Wealth Management Support
At HBW Partners, our independence allows us to seek out and find the very best solutions our advisors need to better serve their clients. Our broad and extensive expertise allows us to apply the most sophisticated concepts to financial planning. While our advisors are free to work with any reputable organization in this line of business, our relationship with other companies allows our advisors unique access so that they may provide their clients with the very best strategies and solutions for their particular needs.
Flexible Training / Growth Opportunities
We do not believe in a one-size-fits-all or single company approach. We don’t believe in captive contracts and non-compete clauses. Our advisors own their business day one. We believe that our advisors ought to be highly and continually trained for maximum effectiveness. Therefore, we place a constant emphasis on training and gladly offer the support and means and content our advisors need to stay at that leading edge.
Do you want to enter a vertical market, like working with federal employees? We can get you that training and entry into that market. Want to do more rollovers with older clientele? We can help. Want to create your own investment model? Here at HBW, you can. Want to grow your AUM? Most of our advisors achieve that goal. Want to provide tax return services, or learn to provide them yourself? We have that available to you here.
We can help you with nearly every demographic or vertical market, and we can provide you with the training and resources you need to succeed in your chosen niche.
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Tax Planning & Preparation Services
At HBW Partners, our advisors can provide professional tax preparation through our own tax planning center, HBW Partners Tax Services LLC. Through our tax services division, we also offer the ability for advisors to become an enrolled agent (EA) with the IRS and actually have their own individual tax practice. HBW Partners Tax Services offers your clients a full suite of tax preparation services, accounting, bookkeeping, and representation in tax matters.
Asset Protection / Life Insurance
At HBW Partners, our independence allows us to seek out and find the very best solutions our advisors need to better serve their clients. Our broad and extensive expertise allows us to apply the most sophisticated concepts to financial planning. While our advisors are free to work with any reputable organization in this line of business, our relationship with other companies allows our advisors unique access so that they may provide their clients with the very best strategies and solutions for their particular needs.
We assist our advisors with services including:
- Estate Planning
- Pension Maximization
- Business Owner Issues
- Wealth Preservation
- Business Continuation
- Succession Planning
- Tax-Efficient Income Planning
