At SSN, our mission is to make business easier for financial professionals so that they may focus on helping clients achieve peace of mind through sound investment management and financial planning.
In pursuit of our mission, we are committed to five core values:
Our purpose is to help people achieve financial well-being.
We are the highest value provider in the Financial Wealth Management space. Our rare combination of a caring, small company culture with large company resources supports our financial professionals (FPs) in their businesses. Our most successful clients are independent, entrepreneurial FPs who actively include tax-savvy financial advice in their client engagements.