Get In Touch for Exclusive Pricing and save $500!
Connect with the next generation of clients by working with both benefactors and beneficiaries.
Receive Preferred Pricing Through PennyTree Advisers
Strengthen client relationships by involving them in the active work of their end-of-life plans.
We won't share your information with anyone.
Everplans, the top Life and Legacy Planning platform for financial advisors and their clients, has partnered with Dan Candura, CFP® of PennyTree Advisers and Candura Group to offer preferred pricing to interested parties who sign up for Everplans using this webpage. Fill out the form to learn more about how Everplans can help you establish yourself with the next generation of clients.
Prove your worth as an advisor by filling gaps in your clients’ planning.
Expand Your Advisory Role
Extend Your Reach
Everplans Professional: a co-branded life planning tool for you and your clients.
Don't just take our word for it.
Hear from a real advisor and her clients about how Everplans Professional is helping them.
As seen in:
Copyright © 2016 Everplans. All rights reserved.