How We Serve CPAs and Other Advisors

For Your Business Clients:

We want you to be your "Go-to person" for your business clients. We provide advanced strategies you don't have time to keep up with. As a result, you increase your billable hours by providing a proven and repeatable process to retain your clients' Key Leaders.

If every dollar invested in these leaders is recouped, the question begs to be asked:

• "How much would you advise your clients to invest in their leadership team if you knew that they'd recoup every dime of it?"

 For Your Substantial Net Worth Clients:

We increase their existing philanthropic giving capacity, without negatively impacting their personal or business balance sheet.

In other words, we help your clients give more.

To accomplish this, we will rely on your professional expertise in the process. These folks remain your clients, not ours. They brag about you, not us, at their country clubs and to their friends and family members.

The vast majority of attorneys we work with will be deeply experienced in Estate Planning. Our CPA firms will be significantly focused on pro-active business tax planning and succession planning.

Our financial advisors are fully licensed in whichever state your client lives in.  

Call or contact Pelotonics Financial Services today to learn more.

For Group Insurance Brokers:

If you suspect there is something wrong with our current employer-based health insurance system, and are ethically driven to find better, more affordable plans without compromising important benefits or access to the best care, contact us to learn more.