Why Signature?

We empower our affiliates to excel in their role as PFA by providing comprehensive assistance across various aspects of the client engagement. This includes:

• Collaboration on specific client situations
• Efficient paperwork preparation
• Execution of client service tasks
• Assistance in the development of client financial plans and reports
• Maintenance of required affiliate licenses

Our support services have been structured to enable the practitioner affiliate to maintain a central role in every client engagement, regardless of its nature. The entire Signature Advisors Group approach is founded on the philosophy that the affiliate owns the client relationship and knows best how to manage that relationship. As a result, no communication will ever be directed to a client without the prior authorization and approval of the  affiliate.

The diversity of our offerings is among the most comprehensive in the financial services industry. Whether a clients’ situation calls for Investment Management, Cash Flow Planning, Retirement and/or Estate Planning, Personal and/or Business Insurance, Employee Benefit Design and Administration, or any combination of these services, we have the tools and expertise required to empower the affiliate to properly address these concerns.

Our compensation system is designed to provide our affiliates and their clients with alternatives. We believe the client should be able to choose the method by which they compensate their advisors; fees, commissions, or a combination of the two. Each method has certain circumstances where they are appropriate. Our affiliates are most effective when they explain the alternatives and allow their clients to make an informed decision. Whatever method is chosen, our system provides our affiliates with consistently high payouts, alternative methods of compensation, and a quota-free environment. This gives the affiliate a level of freedom, flexibility, and objectivity that is unequaled in the financial services industry.