Extend your firm’s advisory power with outsourced implementation from first call to execution.
About Us
Outsourced Implementation
We have decades of experience partnering with planners, advisors, and agents, helping them meet their clients' financial goals. Think of us as your "B-Team" behind the scenes, allowing you to hone in on the aspects of your practice you enjoy the most. Let us handle the products, services, or presentations so that you can stay focused on the big picture while maximizing your time and profit margins.
Rely on us for:
- Financial Plan Implementation
- All lines of Business, Group, and Individual Insurance
- Tax Preparation and Planning
- Refinance and Mortgage funding
- Real Estate Services
Our Teams Credentials and Experience
- EA (Enrolled Agent): IRS-recognized tax authority for individuals and businesses.
- ChFC: Advanced Financial Planning for individuals, families, and business owners
- CLU: Advanced estate and insurance planning for wealth preservation.
- TPCP: specialized tax planning across complexity
- CExP: Business exit and continuity planning with tax efficiency.
- GRI: Graduate Real Estate Institute
- CFA: Institutional-grade investment analysis for tax-smart portfolios.
- CFP, CPA, and Attorney partnerships
Outsource Implementation Without Losing Control
- Seamless Execution: We implement the plans you design.
- Execution-only: maintain the relationship with your clients while allowing us to partner with you.
- White‑label model: full-service implementation under the advisor’s brand.
- Co-branded or referral basis: for ad-hoc needs.
- Expand Your Offerings: Fill gaps without adding overhead.
- Compliance & Expertise: Credentialed professionals, A-rated carriers.
Next Steps
Step 1: Intro Call
Step 2: Define Scope
Step 3: Agreement & Setup
Step 4: Implementation
Step 5: Ongoing Support
Our Teams
Financial Plan Implementation
Financial Plan Implementation
Financial Plan Implementation
Our implementation services vary according to your clients' needs, but our available services include:
- Coordinating meetings with the client’s estate attorney (or a partner we have recommended if the client does not have an attorney) and providing attorneys the exact information necessary to draft the estate plan we have built based on the client’s needs (which saves time and usually provides cost savings).
- Offering guidance and coordinating with CPAs to implement our suggested tax strategies.
- Coordinating with a client’s insurance agents (or one of our trusted in-house professionals) to implement your insurance coverage recommendations.
- Assisting in establishing pension plans for clients who are small business owners.
- Providing beneficiary forms to conform to clients’ estate wishes, as well as assisting in re-titling assets.
- Providing suggested investment selections in non-managed accounts, such as annuities or 401(k)s.
Insurance Brokers
Financial Plan Implementation
Financial Plan Implementation
Flexibility to write all lines through our top-rated carrier networks gives you the advantage of offering more. Our talented service and risk management teams hold some of the highest insurance designations. With an expert for every industry, you can rest assured knowing that all of your clients' service requirements, including claims and billing, are handled by in-house specialists.
Private Clients
Gain access to A-rated carriers that specialize in providing custom solutions for successful individuals and families.
Commercial
Take advantage of our commercial practice leaders and carrier partners to offer your clients the coverages they need at a price they deserve.
Employee Benefits
Start offering health, dental, vision, and group life plans for 50+ groups. Take it a step further with HR consulting, wellness plans, and compliance resources.
Life & Disability
Help clients who are seeking a solution for complex estate planning, life, or disability income insurance.
Tax and Estate Services
Real Estate & Mortgage Team
Real Estate & Mortgage Team
The voluminous text encompassing Federal and State income tax laws that affect individuals and businesses has grown exponentially since the first income tax was established nearly 75 years ago. The future promises change and challenge for individuals seeking to take advantage of tax savings opportunities while complying with required tax filing requirements.
Our“team approach” is essential to ensuring your client's needs are properly identified, addressed, and, most importantly, clearly understood.
One of the most complex areas of taxation in the United States relates to Estate and Gift Taxes. The relevant Federal and State tax laws in this area continue to be in flux, which lends uncertainty to an already complicated subject area. Our professionals help clients navigate the legal and estate tax planning intricacies to ensure heirs are provided for while the full advantage of all available tax benefits is also achieved.
Real Estate & Mortgage Team
Real Estate & Mortgage Team
Real Estate & Mortgage Team
When it comes to home purchasing, there are two key team members you need to make sure are on your clients' side and each other’s sides throughout the process. Those people are your real estate team and your mortgage broker.
Their ultimate goal is to get you into not only your dream home but the dream home that is within your budget range and lifestyle goals. Both our Lending and Real Estate partners know what it means to set realistic timelines for your client's particular needs and understand that home buying is a process, and we do so as a cohesive collaborative effort.
We have partners who also specialize in listing and selling homes. In the end, our service is always all about the client, and our partners' agendas are never the focal point. Partner with a team you can trust and respect.
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path forward.
Remnant Financial Partners
9601 Swallow Point Way, Gaithersburg, Maryland 20886, United States
Hours
Monday - Friday: 9am - 5pm
Saturday: Real Estate Only
Sunday: Real Estate Only