How We Serve

  • We develop investment and insurance programs for institutions
  • We grow existing investment and insurance programs
  • We help build consistent revenue streams for institutions over time
  • We provide OSJ (Office of Supervisory Jurisdiction) services, business development services, and recruit advisors for your investment program
  • We streamline your existing benefit programs, and are a one stop resource for your executive and employee benefit programs
  • We do the benefit leg work to allow you to choose the best programs for you
  • We provide multiple custodial options and ways to affiliate
  • We provide money management services and access to multiple third parties
  • We provide business continuity and succession planning
  • We provide joint work opportunities with our living library of over 40 advisors
  • Advisors can brand under their own brand, ours, or both

Advisory Services for your Institution

We believe that objective financial guidance is a fundamental need for everyone. We enable our clients (advisors and financial institutions) to focus on what they do best—create personal, long-term client relationships, which are the foundation for turning life’s aspirations into financial realities.

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