Referral Partners
No matter what type of advisor you are- Attorney, Financial Advisor, APS, Case Manager or CPA- there are a number of reasons to refer your clients to Benefit Payee Services, Inc.
As a trusted advisor to your clients, you often are aware that your client may need additional services to assist them in handling their every day financial affairs. When you recognize the benefits of using a professional fiduciary for your client, you will continue to be recognized as a resource to your client, while feeling confident that your client is put in capable and honest hands.
Why Choose BPS to refer to your clients?
- We meet with our clients in their home, where we can best assess their unique situation, and recommend or coordinate other resources on their behalf
- Free initial consultation
- Each client is assigned a dedicated Financial Case Manager
- We back up our clients data in a offsite location to ensure their information is safe and secure
- We carry a third party employee dishonesty bond & general liability insurance
- We are the only fiduciary company in Denver to be an Accredited Business of the Better Business Bureau
- We use the latest technology to save clients money
- Experienced & knowledgeable staff
- We offer a competitive hourly rate
- Full-Time staff, because we have a full time staff, you never have to worry about the office being closed due to an illness or vacation
- Open Monday-Friday 8-5pm, we only close for major holidays
- Registered Guardians and Professional Daily Money Manager on staff
The Referral Process:
When making a referral to BPS, we recommend that you first have a conversation with your client to assess their current financial situation. If possible during this conversation, determine if your client has enough assets and income to afford their current monthly expenses, see if you can determine what their monthly budget might look like and make a list of assets and debts. We will ask for this information to determine if a person is eligible for our services. Once we have been able to pre-qualify your referral, BPS can arrange for a time to meet with you and your client, to discuss their specific situation and the services that they will require, during a no-cost consultation. We encourage your involvement during this meeting, though it is not required. If you would like to schedule a free one-hour consultation, please contact our office.
