Advice

Do You Invest Based On An Accurate World View? Take The Test

A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

Life Settlements For Fiduciaries CE Course With Glenn Daily

Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session

 

Let’s Make This Easy

 

We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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