Independence with Agency Support

Whether you are just beginning your career or have an established practice, P3 Financial Group, Inc. may be a good fit for you.

For newer advisors that have less than five years experience, we have created an onboarding program that will spring board your practice. P3 provides thorough training in marketing systems and office procedures to help get your business up and going.  We offer weekly trainings, practice management and continued support. P3 provides a detailed roadmap on how to build a successful financial services practice.

For established advisors interested in operating your own P3 Financial office and recruiting your own team of advisors, we can be a great resource for you. We can assist in helping your practice go to the next level. Our time tested design and implementation of our client process, office procedures and marketing systems, will allow you to build the practice you’ve always wanted. Merging your practice with our brand yield big returns for you. You as well as your clients will PLAN PROTECT & PROSPER™.