Focus on Planning, Not Products

No one likes paying commissions.  It’s not that commissions are categorically bad, it’s just that as a consumer we never really know if the recommendations are in our best interest, or if they’re influenced by some other factor.  It’s a question of trust.  And if your members are questioning the trust of your investment program, they’re questioning their trust in you.

So let’s eliminate the question.

CuVantis Trust

At CuVantis Wealth Planning, our financial advisors are paid a salary plus a bonus based on relationships acquired and maintained, not based on commissions or assets under management.  As such, they’re motivated to provide your members with the best planning and service experience possible.

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