Shannon Stazicker

The Paraplanners

Plug-in paraplanning We work with financial advisers to help clients make sense of their money. Working side-by-side with business owners, financial planners, advisers and in-house paraplanners, we plug in our paraplanning services, sharing ideas and insights through research, analysis and reports. Our services
 Our services and processes are designed for businesses that want to improve the quality of their services without compromising on efficiency and client outcome.