The Right Approach to College Visits Can Help Your Clients Make the Right Financial Choice

Webinar Preview: Innovations in Retirement Income Planning

Ideas For The 'Hot' Companies Of The Future Are Already Out There

Combining Captive Insurance Companies With Estate Planning For Business Owners Can Provide Powerful


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.