MyRemoteFA
Helping clients on their financial journey on their terms.
How We Help
Retail Client Service Division
A team led by CFPs who work with clients remotely across the country and are paid a salary.
Turnkey Continuity Partner for IFG affiliated advisors to protect your business
Work With Us
Partner with IFG affiliated advisors by helping:
Protect your business: If you do not currently have a continuity plan, MyRemoteFA® can act as your continuity partner in the event of your death or disability
Grow your business: The MyRemoteFA® team collaborates with and refers clients to IFG’s affiliated advisors regularly by leveraging their experience and demographic location based on clients’ needs.
Realize the value of your business: If you do not have a succession plan and you are evaluating your exit strategy, MyRemoteFA® has a turn-key succession program.