Marc Minor

Background

About Marc Minor

Guiding Our Clients from Financial Worry….to Well Being Advisor Controls is one of the fastest growing Fin-techs in the country - created by financial advisors for financial advisors. We've built innovative tools that optimize product mix and maximize planning outcomes, delivering an easy-to-use solution for understanding clients’ retirement stories, and a proven track record of advancing advisors to multi-million-dollar production. Our Retirement Plan Simulator scales your practice by accelerating discovery and financial planning. This experience will make your client WANT to refer you because we've made financial planning clear, easy, and accurate. We created Advisor Controls because of the success we saw in our own firms, being used by top-producing, multi-million dollar advisors, including Fairway, Prudential, Ameritas, and Woodbury. To learn more: https://calendly.com/advisor-controls/15min - Marc is a Certified Financial Fiduciary® and has helped hundreds of people accomplish financial independence by taking an educational approach to the complex world of retirement and estate planning. Legacy Investment Services, Inc. is dedicated to a best-of-class investment philosophy. Marc's vision was to create a "complete" resource center for individuals to utilize for investment and retirement research without paying a fee for service. Since, Marc has developed 50+ centers and his model helps clients to realize growth. Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.