fbpx Chalice Financial Network
 
 

Solutions for Your Business

Guaranteed Issue Group Health Insurance

Provide Fortune 500 benefits and save up to 30% on Guaranteed Issue Group Health to help attract & retain employees.

Join Now

Free 401(k) Plan for You & Your Employees

Help you and your employees save for their future with a free 401(k) plan.

Join Now

Payroll Processing and Professional HR Guidance

Save 20%+ on an experienced HR professional & payroll team that can help set your company up for success and relieve the burden of processing payroll.

Join Now

Free Employment Practice Liability Insurance (EPLI)

Free EPLI coverage to help protect your business against potential employee claims alleging discrimination, wrongful termination, or other employee litigation issues.

Join Now

Budgeting & Forecasting Your Business

Engage a fractional CFO at a fraction of the cost of a full-time employee with the Chalice Financial Network™. Benchmark your firm’s future success.

Join Now

Book Keeping Services

Save 20% and alleviate the day to day accounting functions so you can get back to what matters most – client service and growing your business.

Join Now

Discounted QuickBooks Usage for Life

30% LIFETIME discount on the best-in-class financial reporting software that 4.3M businesses are already using to manage their financials.

Join Now

Lead Generation through SEO & Pay Per Click

Go from hoping people find you to helping people find you with 40%+ off custom Search Engine Optimization and Pay Per Click advertising support.

Join Now

Marketing Strategy & Execution Plan

Take your business to the next level with 25% savings on an in-depth marketing and execution strategy from industry leaders in marketing.

Join Now

Brand Development & Collateral Creation

Whether you’ve considered a brand refresh or an entirely new brand for your business, save 25% on marketing agency services.

Join Now

Discounted Office Supplies & Technology

Save up to 55% on office supplies and technology needs that you are already using to operate your business.

Join Now

Investment Solutions for You and Your Clients

Boutique Investment Bank & Advisory Services

Do you have clients who own a business? Provide deeper client engagement with your business owners.

Join Now

Access to a Wide Variety of Alternative Investments

Differentiate your firm by presenting unique, pre-vetted investment opportunities, spanning a variety of industries and offering types.

Join Now

Digital Retirement Platform for Small Business Owners

Transforming the way retirement plans are offered and administered — for the benefit of advisors, employers, and employees alike.

Join Now

UMA/SMA TAMP Platform

A single interface to manage traditional, alternative, and direct index strategies through a UMA/SMA structure.

Join Now

Technology to Scale Your Business

Redtail CRM

Do you have clients who own a business? Provide deeper client engagement with your business owners.

Join Now

Orion Advisor Services

Save nearly 50% on Orion Advisor’s technology platform providing industry-leading performance reporting, rebalancing, and fee billing.

Join Now

eMoney Advisors

Join the planning revolution. Save 20% on eMoney Advisor’s new Foundational Planning to help your clients meet their goals.

Join Now

Access these exclusive deals and become a member of the Chalice
Financial Network community for $249 per month. Join today.

Comments are closed.

Have questions?