It's not often the words Dream Team and Annuity Advisor are used in the same sentence. Today, however, is the day. The name of the game is credibility won over time with solid performance and Gradient Financial has the players.
You're across the table, working with a couple. Ever have questions? Ever question if you are missing something? Cue the music, here comes the Dream Team – from Gradient Financial.
At your disposal, CPAs, CFPs, and CFAs who are ready to work with you to review and provide a plan – an Executive Summary to be exact – details you can trust and take to the bank. Even the Dream Team did exhibitions and now it's your turn to see a sample of what your team can bring to the game.
Fill out the form to instantly download a sample Executive Summary.
Bigger cases and a better closing ratios come with credibility and results – what are you waiting for?