You can partner with Vigil Trust & Financial Advocacy to simply and easily provide personal financial advocacy services to your clients on a private label basis.

In so doing, you will:

• Expand your practice into a field that is closely related to your current work
• Maintain your credibility with your client by presenting the professional, consultative role with your clients that you currently enjoy
• Develop a source of recurring, growing non-hourly revenue to increase your income

In our partnership business model, you maintain the primary contact with your client. To assure proper servicing, a Vigil Financial Advocate experienced in the direct administration of client relationships is assigned responsibility for each of your client relationships to work with you in providing necessary services. But there will be no direct contact between Vigil Trust & Financial Advocacy and your client unless you request otherwise.

If you are interested in exploring the benefits to you and your clients of expanding your practice into personal financial advocacy services, please submit the questionnaire below. A Vigil Trust & Financial Advocacy representative will contact you.