Representative/Professional Services

As a member of the “CFN Family” you have access to and ongoing support of our proprietary web-based financial planning selling system, “The Facts of Life Experience®“. We also afford you the ability to collaborate and partner with our Tax Professional representatives (CPAs, EAs) under our Partners Experience™. Through our Practice Profiler™ we can help you identify your greatest opportunities and put an action plan in place to help you build your business.

Conceived from the belief that the tax and financial professional is the trusted advisor, through Campisi Financial Network® and our strategic partners, you can provide your clients with a myriad of financial services, including, but not limited to:

  • Investment services both fee & commission based including separate account management*
  • Insurance services including fixed & variable* annuities, life, disability and long-term care.
  • Retirement Planning Services
  • Estate Planning
  • Education Planning
  • Asset Protection Planning
  • Mortgages and other Lending Services
  • Tax Planning and more

You decide which of the products and services you want to provide to your clients, either personally or through utilizing Campisi Financial Network® Professional.

If you are interested in learning more about becoming a member of the “CFN Family” please visit the benefits of joining tab. We would love to talk with you about any questions you may have.

* Securities and Investment Advisory Services Offered Through H. Beck, Inc., Member FINRA, SIPC
Securities offered as registered representatives of H. Beck, Inc.