Monthly Outsourcing Subscription System

For half the cost of hiring a full-time paraplanner in your office, you can hire Back Office Solutions, LLC to help you. We assist you with all paraplanner duties such as data entry, analyses of plan, and any research or follow up needed to complete the financial planning process.

A monthly contract of 5 hours per month is $625 and a monthly contract of 10 hours per month is $1,150. Unused hours can roll to next month but accruals must be used within a year.

$625 to $1,150 per month

Back Office Solutions, LLC has the ability to enhance your financial planning case output through the use of other financial planning programs. We offer a trial demo service at a 15% discount per financial plan, if you wish to compare output in the following financial planning programs:

• Integrate
• Money Guide Pro
• MoneyTree
• NaviPlan Extended

Range $255-$595