Welcome to Advice Period with LSPN Pro

This program is designed to empower you with strategies and solutions that support your relationships with your clients

Live Video Consultation

Schedule An Appointment

Estate Planning
Wills & Trust
Probate
Trust Administration
Trust Funding
Medicaid & Veteran Planning

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Tax Planning
Tax Preparation
Tax Planning
Charitable & Business Structures

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Legal Services
Litigation
Real Estate
Immigration

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Accounting Services
CPAs/CFOs
Bookkeepers
Tax Preparation

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Business Solutions
Corporate Formations (LLCs)
Contracts and Agreements
Employee Administration / Mergers
Business Exit Strategies
Asset Protection

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Debt Management
Mortgage Refinancing
Credit Repair
Debt Consolidation
HECM Mortgages
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Premium Financing
Loans
Hassle-Free Funding Process
Financial Advice
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Notary Services
Corporate Document
Records to Prove
Your Identity Estate Documents
Real Property Contracts

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Comprehensive Planning
For Help in Multiple Areas
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This is a marketing and sales program of LSPN Pro, LLC, (hereafter "LSPN") an independent company providing bundled services to professionals including but not limited to: Attorneys, Accountants, Loan Officers, Debt Strategists, and others.

As an independent contractor with LSPN Direct, you can and will be compensated for clients you bring to the LSPN network for professional services.

If applicable: Only if you are a Securities Licensed Financial Advisor, your Broker Dealer may require an Outside Business Activity form or OBA form. The link below contains a Sample Answer Set for the form.

OBA Answers and Supporting Documents

Collaborative Opportunity