We are a small office that provides a comprehensive
array of services and products to our clients. In order
to provide the best possible advice, we have a number
of strategic alliances. These alliances function as
our “back office” and allow us to provide
“state of the art” financial planning services
while retaining a small and intimate practice.
OPEN FINANCE NETWORK
The Open Finance Network provides outsourced business process and administrative support to independent financial advisors. (“IFAs”) OFN’s integrated front to back office solutions support the independent wealth management industry. The Network includes best in class solutions that are open architecture in nature and afford the independent wealth manager the opportunity to remain objective in the giving of advice and increase the scalability of their practice by deploying the OFN solution.
These services are delivered through web based technologies and are integrated through a suite of products and services that provide account aggregation, performance analysis, portfolio reconciliation and reporting. Other deliverables include online trade execution, custody and clearing, proposal generation, integrated billing and other workflow and business management tools.
The Open Finance Network (OFN) represents the next generation of Trusted Advisor Management Platforms (TAMP) which enable advisors to scale and reduce overhead while offering integrated services to their clients. These services were previously reserved for the ultra affluent and available only through large private banking and proprietary institutions.
OFN is empowering today’s independent advisors to compete at a service level that matches most advanced proprietary financial institutions in the world. The products and services enable IFAs to offer comprehensive investment consulting to their clients with the most advanced and highest quality technology available. This suite of products and services increases IFA productivity and enables them to compete more effectively with the large wirehouse firms and their networks of ‘captive’ financial advisors.
FEE PLANNERS NETWORK
The "Fee Planners Network" is an association
of professionals who place the client first by providing
comprehensive fee-based, value-added planning services
in a fully disclosed environment, including the design
and implementation of non-commissioned life insurance.
The Fee Planners Network was created to be an educational,
training and support resource to the advisor/planner
community, having our focus on fee-based life insurance
planning and design with non-commissioned products.
Although we are not anti-commission, we do believe that
there are a number of dynamics supporting the position
that Universal Life (UL) and Variable Universal Life
(VUL) are best suited to the consumers need when discussed
in a fee environment as opposed to the commission culture.
Our objective is that of assisting financial planners
and independent advisors in the development of fee-based
no-load/low-load life insurance strategies and implementation,
coordinated with comprehensive financial planning concepts.
We are autonomous and do not represent any specific
insurance carrier.
Members of the Fee Planners Network represent a variety
of professional designations, including: CFP, CLU, ChFC,
LIC, JD, CLU, CFA, CFS, CPA, ChFP, FLMI, RFC, and LLIF.
BIGGSKOFFORD CERTIFIED PUBLIC ACCOUNTANTS
|
VOTED
Best Accounting Firm in the 2004 & 2005
Colorado Springs Business Journal Reader's
Polls
|
- Assurance
- Tax
- Financial Management Assistance
- Mergers & Acquisitions
|
- Strategy & Advice
- Business Valuations
- Performance Measurement
- Training
- Private Client Services
|
At BiggsKofford we understand Accounting.
We also understand the business behind it.
We know that the numbers we crunch have great meaning.
They might push you over the hurdle of whether to buy
or sell a business. They might help you determine your
company's direction. They might show you how to pass
on your business or estate to heirs.
Because we know how important these matters are to
you, we take great care to provide top-quality reports,
tax help, assistance in mergers & acquisitions,
business valuations and litigation support.
BiggsKofford is there to give you a greater understanding
of the numbers and solid footing for the big decisions
they'll help you make.
OTHER ADVISORS
We also work with a variety of investment consultants
and attorneys connected with income trusts, estate planning,
charitable giving, incentive stock options exercise
and advanced IRA rollover and distribution strategies.
We proceed in this fashion in order to provide an integrated
seamless “team” approach and a complete solution
in meeting our clients’ needs.
|
