At EMC Financial Group we recognize that every investment recommendation an advisor makes has a tax consequence. Therefore, we created a platform that allows advisors to get certified in tax preparation which is a key component of a financial plan.
We offer a comprehensive tax course that trains advisors on how to prepare tax returns. Whether an advisor has their insurance license, securities license, Investment Advisor license or all of the above, professional tax preparation will complement them. With EMC’s system, advisors are there alongside their clients every step of the way to assist them with tax preparation. The system also enhances their ability to become the highly trusted advisor their clients need and have been looking for.
When you are ready to learn more about what we can do for you, we encourage you to Contact Us.
CONTACT US TO SCHEDULE AN APPOINTMENT