I have been working with Dan & Tracy of New Heights Solutions LLC since September 2017 and it has truly been a great experience. Dan & Tracy were one of the first hires I made for my firm, and as many new firm owners know, making the right early hires to your firm is difficult, nerve wracking, but also very important. I was in desperate need of administrative help and was also looking to document and formalize my firm’s operations processes. Dan & Tracy have extensive knowledge of the financial planning industry and the common software / systems that planners use. Because of this, they were able to come in and help from Day 1, which of course was extremely valuable not having to train a new employee on all of the systems.
I strongly recommend Dan & Tracy to any financial planners looking for administrative and operational support!