True Independence
We do not own or offer any proprietary products. We have no sales quotas and we don’t pressure anyone to sell any particular product or service. We are all about choice. You are free to find and use the solutions that will best serve your clients. That true independence will help you succeed.

Equity Ownership
ePLANNING’s ownership strategy provides representatives with the potential of equity participation in the company, based upon production. This unique opportunity to acquire equity is made available through our Pioneer Stock Option Award Program. Having equity in the company you work with empowers you to share your vision and influence the direction of the firm.

High Payout
Our representatives enjoy one of the highest average payouts in the industry because they are mainly seasoned producers. Those who join ePLANNING typically have been in business for more than ten years and primarily offer commissioned securities, insurance, and alternative investments. Many of our representatives also provide money management, retirement and wealth advisory services to their high net worth clients.

Excellent Technology
We clear through National Financial Services (NFS). Their user-friendly StreetScape technology platform provides representatives with powerful functionality. It offers a huge array of online services such as account opening, trading, reporting, and cashiering. It also provides portfolio design tools and many fee based managed account solutions.

Exchange of Ideas
ePLANNING routinely holds Sales & Practice Management meetings where we discuss new industry product offerings, tax savings ideas, innovative marketing techniques, and how to get the most value from our Strategic Alliances.

Personalized Service
Many broker/dealers have gotten so big that their representatives feel like a number. But we have a made it our policy to personally know each and every one of our representatives. We will learn about your business so that we can "get between the lines" to understand what you are really trying to accomplish and then lend assistance wherever possible.

Timely Processing
Our accounting department has a weekly window for incoming fees and commissions. Each Wednesday all monies received before the cut-off are deposited directly into your bank account byway of an ACH transfer.

Broad Resources
Our clearing partner, NFS, is a wholly owned subsidiary of Fidelity Investments & Co. They have a massive product and technology budget. ePLANNING is also a very profitable firm and we have been growing in excess of 25% each year for the last four years. We continually strive to add to our services and product lines to give our representatives every conceivable advantage in the marketplace.

Extensive Product Line
ePLANNING offers all the traditional securities you’d expect including thousands of mutual funds, many insurance carriers, and over 20 third party money managers. Additionally, we offer alternative investments such as 1031 Exchange - TIC programs, Oil & Gas programs, real estate funds, and various other kinds of public and private placements.