welcome to your company

It's not about us, it's about you.

To meet today's challenges, we've created a unique, more personal approach to the hybrid-RIA space.

You need a platform that works AND help using it.  And you definitely need a partner to get the tedious stuff off your plate. 

What do we do for you?  Here's a short list.

Give you everything you need for a client meeting in 60 seconds or less?  Check.

A beautiful client portal that gives them their financial picture in a way that's easy to understand?  You better believe it.

A marketing plan?  You got it.

A business coach?  At the ready.

Compliance? Triple check.  

Investment management?  As little or as much as you want. 

A cutting edge trading system?  Like greased lightning.

Fee billing?  We've got it covered.

Warm fuzzies whenever you talk to us?  Is that even a question?

Here's an entire list of what we provide for those that want the nitty gritty:

• Compliance
• E&O Insurance
• Trading
• Money Management/Models
• Software (specifically Orion, Salesforce, Docupace, FI360, Riskalyze, MoneyGuidePro, E-Money, Yodlee)
• Custodial relationships with TD Ameritrade, Charles Schwab, and Fidelity
• Technology support
• Marketing (lead generation, website development, and branding)

We leverage our relationships with other professionals to get free consultations and discounts from the following professionals:

• Seck & Associates - Estate Attorney, Business Attorney
• Miller & Terry Attorneys at Law - Litigation Attorney
• Pro31 Tax & Accounting - CPAs, Bookkeepers
• Heffner Wellness & Consulting - Fitness Advisor
• Blue Valley Insurance - P&C Insurance

And for large groups, we can implement and tailor: 

• Group health insurance
• Retirement plans
• Succession/Legacy planning (we find buyers for your book if you need help selling it)

What's left on your plate?  What you do best: taking care of your clients.