Contact us if you are interested in developing a Continuity Planning Relationship. We are anxious to partner with those looking to secure future succession for their firms.
Contact us if you are interested in speaking about coordinating a formal Succession Plan for your firm with us. We have a written Value Proposition for your reference.
Contact us if you would like to discuss a possible partnership. We can offer a full staff from customer service to marketing to aid in your business.
One hour consultation with Nicholas Yrizarry, BFA outlining basics on behavioral finance and its applications to traditional finance.
One hour consultation with Nicholas Yrizarry, BFA outlining creation of a value card system to identify client values.
One hour consultation with Nicholas Yrizarry, BFA discussing the implementation of a system of lifestyle management for clients.
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Align Wealth Advisors
Value Cards (Pack)
Order a pack of our Personalized Value Cards for yourself. We will include your logo and color scheme!