Financial Advisors and Trust Officers
As a financial advisor, clients often come to you with all their financial needs, even if they are not within your scope of practice. Our daily money managers can work with your clients to assist them with their day-to-day financial affairs such as bill paying, checkbook reconciliation, and budgeting. We can also assist your clients with inventorying their assets so that you have a greater understanding of your clients’ total portfolio. Outsourcing to BPS allows you to refocus your energies on your customers, their needs, and the growth of your client base.
For trust officers the same holds true. Oftentimes you may have clients who need additional assistance with their personal finances outside of the trust you are managing. BPS can be a great resource for those who want to help their clients without having to provide time consuming services that maybe out of their scope of trust administration.
When you refer your clients to Benefit Payee Services, Inc., we will give your clients piece of mind, knowing that their financial affairs will be handled properly and on time. We provide our clients with the personal attention and self-service tools they need to maintain their desired level of self-control.
You may also want to consider our Referral Partnership Program.for your company if you would like to save your clients money while providing them a valuable service.
If you would like to schedule a meeting, in-service presentation or phone conference to discuss our services in greater detail, please call our office.