Learn More About Us

We have a nationwide network of financial advisors from top insurance and investment companies in the country, to answer your questions and provide you with a complimentary financial report and analysis.

When you fill out the form to the right and you receive your free financial report and consultation, you will realize that we are a different type of company. Please read on to learn more about what makes us different and how our job is to save you a lot of time and money during this process.

Transparency

Before you even speak with a financial advisor, you will receive a full description and resume of the advisor that you will be working with. If at any time you want to work with a different advisor, we will absolutely accommodate you and make that happen.

Quality

You will only work with the best. We take our work and your financial security very seriously, so accordingly, we pride ourselves on providing you with only the most experienced and professional advisors to help you accomplish your goals and dreams.

Convenience

We understand that trying to find a financial advisor on your own and navigating through the thousands of financial products can be a tough task. We are here to streamline that process and take that burden off your shoulders by handpicking local advisors for you, from top financial firms, based on your goals and needs

Support

It is our job to be here for you as you start to go through the financial planning process. Fill out the form today so we can help guide you in the right direction right from the start.

What Makes Us Different – Our Unique Planning Process

There are thousands of financial service companies out there, each with their own reputation, specialties and expertise. So what makes us different? Well, we have taken a unique approach to the financial industry and are a 100% client-focused company. But what does that mean?

We do not have in-house financial advisors in the traditional sense. Instead, we have chosen to go from city to city across the country and contact the best financial advisors in a variety of specialties, from estate planning, to business planning, general financial planning, and everywhere in between.  We speak to and interview thousands of advisors and only select the most experienced and respected financial advisors to work with. So, when you fill out the form to the right and fill out the financial questionnaire, you can rest assure that when we recommend an advisor for you to work with, they are going to be of the highest quality. Therefore, instead of you searching and interviewing advisors on your own only to hope that you end up making the right decision among the hundreds, if not thousands, of advisors in your area, we take that burden off your hands and eliminate the indecision and potential “buyers remorse” from choosing an advisor that may not be a fit for you. And better yet, we do this for you at absolutely NO COST to you.

Our Streamlined Planning Process

1. You fill out the contact form to the right.

2. We have developed a short, but specific questionnaire for you to fill out which can help us match you with the perfect financial advisor in your area.

3. Based on your needs, we will develop a personalized financial report for you and also recommend one of our local financial advisors for you to work with

4. You will receive a full description and resume of the financial advisor

5. The financial advisor will contact you to discuss your report and answer any questions that you may have.

6. Your financial future begins!

How This Process Benefits You

In short, we save you time and money. We save you time by eliminating your research process. Naturally, you want to find the best advisor to work with and with so many companies and advisors in every city, this part of the process can seem overwhelming. Then, even when you find a potential advisor to work with, you absolutely need to be sure that they have your best interests in mind and that the financial products they are recommending to you are appropriate for your personal financial situation. Many times, by the time you realize that you may have made a wrong decision with the advisor and were recommended an inappropriate financial tool, it can be too late and cost you a lot of money in fees and potential returns to undo the situation. Unfortunately, we have seen this happen way too often.

The only way that we remain in business is by making sure we continually place individuals with only the most trusted and professional advisors. Therefore, you can have comfort in knowing that by filling out the contact form today and allowing us to take you through our process of identifying a financial advisor to work with, we will ultimately be saving you time and money, so that you can sleep better at night knowing your financial future is in good hands.