Strategic Partners

Custodians

Firms such as Pershing LLC,  Fidelity Institutional, TD Ameritrade, and Charles Schwab provide the trade execution, clearing, custody, and other services for securities and related transactions.

Lending

Goldman Sachs and US Bank offer securities-based lending solutions that use diversified, non- retirement investment assets as collateral for your loan. Their digital platforms allow you to quickly and seamlessly establish a revolving line of credit, providing easy access to liquidity.

Estate Planning

Estate planning attorneys are experienced and licensed law professionals with a thorough understanding of the state and federal laws that affect how your estate will be inventoried, valued, dispersed, and taxed after your death. They can assist with creating and updating wills, setting up trusts, and business succession planning.

 

Tax Accounting

Accounting firms are called on to work closely with individual clients as they pursue a broad spectrum of business ventures. Areas of practice include tax preparation, business valuations, consultation, IRA problem resolution, and financial statement preparation.

 

Life Insurance

Life insurance brokerage firms partner with financial institutions to provide sophisticated and unbiased insurance and wealth management solutions. Professionals work closely with advisors to support the utilization and implementation of insurance for personal, business, long-term care, estate and charitable planning solutions.

Health Insurance

Licensed insurance agents help you find the best health insurance plan for you, your family, and your budget. They search through plans from nationally and locally recognized companies on your behalf.