The majority of our advisors are independent, fee-only RIA's firms. Many have gone the “employee” route only to find it frustrating, time consuming and costly (see our Employee vs. Outsourcing page). They come to us seeking a new way to work that will allow them the freedom to continue to pursue their vision for a growing business without worrying about employee costs and issues.
Large firms that have employees come to us seeking a new way to get projects and overflow work done without having to add to their staff or hiring temporary workers who are not familiar with their firm and processes.
If you are interested in growing your company without the hassles of adding employees and you fit our client profile, we would welcome the opportunity to talk with you. Click on the link below to schedule a conference call with our office.
" I value your service for its timeliness, your ability to remember periodic tasks so I don't forget them, the huge variety of services you offer, and your open-mindedness to trying new things. As a small business owner, Total Office is one of the best discoveries I've ever made!"
Client since 1997
David J. Drucker, MBA, CFP
Albuquerque, NM
www.daviddrucker.com
We are a NAPFA’s Members Only Benefit Provider.
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