Products & Services

As independent financial advisors we inform and educate our clients on known available options. We research financial institutions and providers and help our clients find the best CD rates and financial products.

We have access to all publicly traded securities and funds. Unless a private offering, we can access most Products and Services offered in the financial industry. An example of the broad range of providers include:

Exchange Traded Funds and Mutual Funds

  • Blackrock
  • PIMCO
  • Vanguard
  • T Rowe Price
  • Fidelity Investments
  • Blackstone
  • Oppenheimer
  • Dimensional Funds

Insurance Products and Annuities

  • Allianz
  • Prudential
  • AXA Equitable
  • Nationwide
  • AIG Variable Annuities/Sun American
  • Allianz (US Allianz)
  • Ameritas
  • AXA
  • CUNA Mutual Group
  • Forethought
  • Great West Life
  • Guardian
  • Integrity Companies (W & S)
  • Jackson National Life
  • Kansas City Life
  • Lincoln Financial
  • MetLife
  • Monumental Life - People's Benefit
  • Nationwide
  • Ohio National Life Insurance Company
  • One America
  • Pacific Life
  • Protective Life
  • Prudential
  • Sammons Retirement Solutions
  • Securian/Minnesota Life
  • Symetra Life Insurance
  • Transamerica
  • Transamerica Capital Management
  • VOYA

Retirement Plans for Businesses

  • Fidelity Investments
  • Paychex
  • Voya
  • Transamerica

Equities, Exchange-Traded Products and Mutual Funds
Choose from a wide range of individual securities, including equities, traded online and backed by a dedicated trading team, ETFs-Trade any Exchange Traded Fund that can act as a core building block for diversified portfolios and Mutual Funds which are a cost-effective choice for clients seeking investment diversity and simplicity.

Fixed Income
Great choices to help meet client's capital preservation and income goals. Fixed income products are traded on a robust online platform and backed by a dedicated trading team.

Managed Accounts and TAMPS Platform
Managed Account Platform helps provide high-net-worth clients access to a broad range of money managers and investment strategies, without administrative burden. Tamps enables us to outsource time-intensive functions, like manager research, portfolio construction, and performance reporting, so you can focus on cultivating client relationships.

Cash Management
Access to a wide spectrum of cash investments, products and services designed to offer a combination of competitive returns, easy access and efficient cash management to help balance portfolio risk.

Alternative Investments
Alternative Investments custody policies allow clients to hold many alternative investments in their accounts. These include both alternative assets (those that are not stocks, bonds, or cash) and alternative investment strategies which help client diversification potential.

Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Clients should be prepare to bear loss, including total loss of principal. Asset allocation and diversification strategies do not assure profit or protect against loss.