Tuesday, Aug 17

XY Planning Network Partners with Helios Integrated Planning to Offer Its Member Advisors an Estate Planning Solution

XY Planning Network announced today that it has partnered with Helios Integrated Planning to offer estate planning services to the 1,500+ advisors in their network. This partnership with Helios provides XYPN advisors a valuable resource to complete their clients’ Will- and Trust-based estate plan documents, further deepening the advisor-client relationship through enhanced value.

Bozeman, MT (August 17, 2021) – XY Planning Network announced today that it has partnered with Helios Integrated Planning to offer estate planning services to the 1,500+ advisors in their network. This partnership with Helios provides XYPN advisors a valuable resource to complete their clients’ Will- and Trust-based estate plan documents, further deepening the advisor-client relationship through enhanced value.

The rapidly growing Helios platform powers advisors to deliver the highest quality estate planning experience available. Through Helios, advisors can assist in reviewing, completing, and updating all of their client's estate planning documents.

Through this new partnership, XYPN advisors, who provide comprehensive financial planning, will now be able to include estate planning functions in their offerings without the need to refer out, giving them more visibility into and full control over the process to ensure it’s not only done but done well. “At XYPN, we believe in the power of comprehensive financial planning. This new member benefit enables our advisors to integrate estate planning into their offering and adds another valuable tool to reduce the implementation gap by clients,” said Jordan Hutchison, XYPN's Director of Partnerships.

Enterprise partnerships are an ongoing priority for Helios, who has built their service specifically to serve advisors and avoid unauthorized practice of law. “We are thrilled to be the exclusive estate planning partner for XY Planning Network and equip their advisors with the tools and resources they need to solve the estate planning gaps that exist for far too many people,” said Chris Shuba, CEO of Helios. “We love finding partners who, like us, recognize the important role estate planning plays in comprehensive financial planning.”

XY Planning Network advisors can take advantage of this new member benefit through XYPN’s member-exclusive site.

About Helios Integrated Planning (HIP)

HIP was founded in 2019 offering technology and a team of estate planners that exist to serve and equip the trusted financial advisor in solving their client's estate planning needs and solve the issues in the current client experience of estate planning that too often leads to client procrastination.

About XY Planning Network

XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.