Accountants and Tax Preparers Can Offer Financial Services in 48 States!

The Attain Advisor Network is a marketing alliance of independent accounting and tax professionals providing their clients with valuable financial services.  Through our alliance with First Financial Security you can offer your clients access to retirement planning products, insurance, and annuities.  This website is designed to show you how these services can benefit your clients, what you must do to offer the products, and how we can support you in your business development activities. 

Why should you offer financial services?

Clients look to you for advice on more than their taxes.  Many are not equipped to make difficult financial decisions.  The Attain Advisor Network was created to allow professionals like you to offer advice and services that your cients need.  View this informative video to learn more:

Attain provides training:

Attain and it's product provider companies provide online and classroom training to get you started on a successful career in financial services.

Attain provides technology:

State-of-the-art web-based software system leads you through loan applications, qualifications and underwriting so you can compete against industry veterans.  Insurance and retirement planning modules help you determine the optimum solution for each individual client.

Attain provides support:

Dedicated sales support team available to assist you in structuring difficult deals. And we'll help you with marketing and sales materials, too.

Attain provides fulfillment:

National service centers and vendor management contracts for consistent and predictable service levels.

Attain provides the total solution:

The most complete package in the industry. And it's designed specifically for the tax and accounting professional

Learn More:

Read this article written by our President for the National Association of Tax Professionals.
Download Article

What is the Attain Advisor Network?

The Attain Advisor Network is a financial services distribution company serving Middle Class Americans through a network of accounting and tax professionals.  The Attain Advisor Network helps your client's achieve their life goals while helping you reach your financial goals.  With the Attain Advisor Network you get the training, the tools, and the solutions required to satisfy those goals.

The Attain Advisor Network will offer Mortgages, Life Insurance, Retirement Savings Plans and Financial Planning Services.  Our first product is Mortgages offered through Attain Mortgage, Inc.

How do I work with the Attain Advisor Network?

Becoming a member of the Attain Advisor Network is free!  Just register for our newsletter and you will receive updates on services of interest to Accounting and Tax Professionals.  You may purchase additional services such as a dedicated email address (yourname@attainadvisornetwork.com) and 800 phone service by contacting us.  These are optional services and are not required.  Call us at 1-800-637-0566 x4167 to learn about us and our product partners.

Help Your Clients Attain Retirement Security and Protection

By becoming an agent of First Finacial Security you can build a thriving financial services business with recurring income from renewal business.  New insurance products are available providing market based returns along with minimum return guarantees to allow your clients to safely achieve desired savings returns.  To market these products you must become a licensed insurance agent in your home state and become appointed through First Financial Security.  Cost of you appointment is $150 plus the state licensing fees.

Join First Financial Security