Big Red Abacus, LLC offers short-term and ongoing paraplanning support, including seasonal or medical/parental-leave support.

Paraplanning services

Client-facing and back office
Prepare, update plans
Prepare client deliverables
Ad-hoc research and analysis

Types of analysis

Retirement projections
Insurance needs analysis
Tax planning
Estate plan reviews
Ad hoc modeling

Working remotely

Regular, clear communication
Deadlines for deliverables
Cloud-based apps
Secure file sharing

Software

Experience with leading financial planning software
Match the tool to the analysis
Integrations