PracticeProtect Guardian | Advisor Legacy

Robust Continuity Solution

For Ameriprise Advisors

PracticeProtect Guardian is a service exclusively for Ameriprise Financial advisors who do not have a known successor. In the event of death, illness, or disability, the Guardian Plan ensures that the practice can continue to operate until a worthy successor is located and the practice is transitioned to the new advisor. By having a Guardian Plan in place, the advisor ensures that both staff and clients have a competent and able advisor ready to serve them while protecting their equity interests for heirs and/or executor of the estate.

Your Guardian Team

Guardian Practice

CornerStone Financial Group serves as the franchisee immediately following the triggering event. They step in to service and support clients and existing staff, and provide logistical support to surviving heirs while Advisor Legacy handles the sale and transition of your practice..

Practice Sale & Transition

Advisor Legacy provides practice sale and transition support to the surviving heirs and staff, including securing an up-to-date valuation, vetting buyers, formalizing agreements, and assisting with the transition.

Get Started Now!

For Just $1,495

You get our award winning Business Valuation that includes a detailed report on your practice value, along with a guardian plan written by an experienced attorney.

Most of all, you get the peace of mind of knowing that your practice and your family are protected.

Buy Now

Purchase

Upon purchase you’ll immediately receive a link with instructions to begin the data collection process for your valuation. A Relationship Manager is on hand to guide you through the process.

Submit Data

Advisor uploads required data using our simple data collection form. Our team then validates the data and develops your valuation report.

Valuation Delivered

The valuation report is delivered to your team. You then receive a link to complete the deal intake form.

Meet Coach

The advisor and any key team members meet with their coach for a 45-minute review of the valuation results.

Plan Delivered

The Guardian Plan legal documents is delivered to the advisor via DocuSign for signatures.

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Robust Continuity Solution

For Ameriprise Advisors

"I had no idea continuity planning could be so painless. I sleep better knowing my loved ones are protected no matter what."

Your Guardian Team

Get Started Now!

For Just $1,495

How It Works

From start to finish the process typically takes 10-15 days to generate your report. Our experts our available every step of the way.

Purchase

Submit Data

Valuation Delivered

Meet Coach

Plan Delivered

Don't Wait Till Its Too Late

What Our Clients Are Saying

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