NAPFA Fall 2022 National Conference
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true:
True to our strength as an important part of a leading global financial organization. True to our passion for making wise investment decisions. And true to the people we serve, each and every day.
LLiS provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process – from planning to ongoing service to free policy reviews – for term, long term care, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. The introduction of ALLiS, a robust advisor and client relationship management system, continued LLiS's high touch, high tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Our 20+ team members worked seamlessly since the beginning of the COVID-19 pandemic to help your clients reach their income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®.
Advyzon is your complete technology solution that combines customizable performance reporting, flexible billing, robust client relationship management (CRM), customizable client portal and mobile app, secure and compliant document storage, seamless prospecting and powerful business intelligence in a single, integrated platform. We feel that technology should be simple to use, innovative and backed by exceptional client service, these are the core principles upon which Advyzon was founded.
CWREIT is a public, non-traded NAV REIT that offers investors the potential for current income and long-term growth with an exclusive focus on multifamily real estate in major U.S. metropolitan markets. CWREIT’s sponsor has significant experience in multifamily acquisitions, ownership, development and structured investments, and is led by a core executive management team with over 200 years of combined industry-related experience and has spent an average of the past 14 years together working on the day-to-day strategy of the company. As of June 30, 2022, CWREIT has a gross asset value of $2.5 billion representing over 10,200 multifamily units.
Prudential is one of the world’s largest financial institutions with $1.73 trillion in assets under management, and with one of the most recognized brands in the United States: The Rock®. We are known for our ability to deliver on our promises to our customers and are recognized as one of the world’s most admired companies. Prudential Retirement Strategies is a business of Prudential Financial. As you plan for a more secure tomorrow for your clients, you’ll want to work with a company you know and trust. Prudential has helped millions of people prepare for their future. With a solid reputation for risk management, product innovation, investment expertise and financial strength, Prudential continues its commitment to helping Americans meet their financial challenges.
T. Rowe Price, a global investment management firm with $1.55 trillion AUM*, helps investors achieve more confident futures. For more than 80 years, our strategic investing approach has driven independent thinking and rigorous research—informing better decision-making and prudent risk management. We partner with financial professionals to match diverse client needs with a comprehensive platform of solutions—including active U.S., international, and global strategies; target date, model portfolio, and other multi-asset solutions; and a range of investment vehicles from mutual funds to ETFs, SMAs, and CITs. Visit our website, follow us on Twitter, or connect on LinkedIn. *as of March 31, 2022.
Thrivent Advisor Network is a registered investment advisor (RIA) and a wholly owned subsidiary of Thrivent--a diversified financial services organization with more than 100 years of service. Launched in 2019, today Thrivent Advisor Network is comprised of 20+ affiliate advisor businesses managing $6.5 billion* in assets under management. Our community of independent-minded advisors are passionate about helping clients achieve financial clarity and value collaboration with other advisors who share a commitment to a greater purpose. Thrivent Advisor Network provides a suite of comprehensive solutions designed to help advisors run successful businesses with a goal of improving people's lives and having a positive impact on society. For more information and important disclosures, visit thriventadvisornetwork.com or find us on LinkedIn. (*As of March 2022, Thrivent Advisor Network reported over $6.5 billion in AUM in its annual Form ADV filing.)
TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries such as financial advisors, workplaces, neo-banks and other consumer fintechs. Using TIFIN Wealth you can identify which of your clients and prospects most need your attention, engage them with personalized insights, create proposals and portfolios to reflect each client's needs and wants and create personalized Donor Advised Funds for their family’s charitable giving.
Lightspeed Voice offers a fully hosted VoIP network phone system and reliable sales automation solutions. We have been helping insurance agencies since 2009. Lightspeed Voice and our customizable platform helps agencies improve client experience, elevate their business performance, and allow agency owners and managers to better connect to staff and increase their accountability
Our mission for over 47 years, at Murray A. Gordon and Associates, has been to work hard to make Long Term Care Planning easy. MAGA’s 3 principals provide over 100 years of expertise, offering a range of cutting-edge Long Term Care Insurance (LTCI) solutions – Stand-Alone “Traditional” LTCI and Hybrid Asset-Based Life/Annuities with LTCI Riders. Our experienced team provides attentive customer service, including policy reviews and claims support. We are also committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC specialist, a long-time NAPFA Resource Partner, and Licensed Nationally. Put our expertise to work for you and call Brian Gordon, Peter Florek, or Murray Gordon at 800-533-6242 or email at email@example.com.
A different approach to mortgage lending. The Mortgage Twins are your national Mortgage Resource lending in all 50 states. Mike and Carl focus on serving NAPFA members and the Fee-Only Independent RIA community. We strive to infuse our business approach with expertise, personal touches, and a commitment to providing excellent service to planners and clients. Call or email with any questions or client scenarios you would like to review.
Policygenius Pro is a turnkey life insurance fulfillment platform that helps financial advisors place more coverage with less work. By managing the process from initial consultation through in-force, Policygenius Pro helps advisors leverage Policygenius’ expertise and white-glove client experience to help their clients get the right coverage, at the right price. Advisors receive access to a wide variety of insurers, coverage types, and policy options, including exclusive accelerated underwriting offerings.
Private College 529 is the only prepaid tuition plan that guarantees today’s tuition rates at hundreds of private colleges across the U.S., giving families flexibility and choice while making private college more accessible. For families who want to keep their options open, this low-risk, unique college savings solution pairs well with non-prepaid (traditional) college savings options, for a wholistic and balanced approach to saving for college.
No matter how much tuition increases over the years, or how volatile financial markets are, by prepaying tuition, your clients’ lock in current rates at nearly 300 colleges and universities, from Princeton to Stanford and everything in between (large-small, liberal arts – STEM, faith-based – single-gender, selective – less selective.)
John Ryan, CFP® and his team have been consulting with NAPFA members since 1983. They specialize in the evaluation and planning of life, disability and long-term care insurance for members and their clients. In addition to having access to over 100 insurance companies’ products, the organization also has a network of top industry advisors available to help NAPFA members solve more complicated planning issues. RISC is also the Plan Administrator for the NAPFA Group Long Term Disability and Term Life Insurance plans.
With a history that dates back more than 100 years, Transamerica is recognized as a leading provider of life insurance, retirement and investment solutions, serving millions of customers throughout the United States. Recognizing the necessity of health and wellness during peak working life, Transamerica’s dedicated professionals work to help people take the steps necessary to live better today so they can worry less about tomorrow. Transamerica serves nearly every customer segment, providing a broad range of quality life insurance and investment products, individual and group pension plans, as well as asset management services. Transamerica is part of the Aegon group of companies. Based in the Netherlands, Aegon is one of the world’s largest providers of life insurance, pension solutions and asset management products, operating in more than 20 markets worldwide.
2GR Equity is a commercial real estate investment firm based in Dallas/Fort Worth. Since its founding in 2011, 2GR Equity has invested in commercial real estate with a total value in excess of $500 million.
The principals of the company are proud NAPFA supporters and have worked with NAPFA Fee Only Advisors and their clients since 2006.
Asset Dedication is a Turnkey Asset Management Platform for financial planners. We provide outsourced investment management as well as back-office services such as billing, paperwork, and reporting. Our AdvisorSpace platform lets you implement and monitor your clients’ accounts while our trading team takes care of the actual trading, cash management, and tax loss harvesting.
Founded in 1958, American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Our commitment to delivering superior client outcomes led to the launch of Avantis Investors® in 2019, a new suite of broadly
diversified and cost-effective equity and fixed income solutions.
Delivering investment results to clients enables American Century to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century and has received dividend payments of $1.8 billion since 2000. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. Together we can become a powerful force for good.
Axos Advisor Services is an RIA custodian with a singular goal: to provide firms like yours with the individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. We are committed to knowing and having personal relationships with our RIA clients and to providing outstanding support to firms of every size. We focus on delivering flexible solutions, responsive service, innovative technology, and competitive pricing. Our experienced team provides relationship-based service, getting to know each business to provide the support needed. Our powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.
Betterment for Advisors is a leading digital-first wealth management platform. By combining our technology with an advisor's personal touch, we are reimagining what's possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience empower advisors to grow their businesses and build deeper client relationships. Hundreds of firms trust Betterment for Advisors to custody and manage client assets.
Many RIAs struggle to find an insurance broker who understands their business. We serve RIAs exclusively. With our expertise, RIAs get the business coverage they need, so they have the peace of mind they want. Box Professional Insurance has been built specifically for advisors on the principals of financial planning because we believe you should expect advisors to work as you do for clients, a fiduciary.
We support a broad range of insurances you may need for your RIA including professional liability (E&O, D&O), cyber, crime, theft, social engineering and bonds.
Bullion Advisors Group was created to give investment advisors the proper resources and training to safely and competitively supply their clients with physical precious metals. We believe that by utilizing the trusted advisor approach your clients will have a tailored transaction that fits their portfolio needs. We believe in only selling what we want to buy-back creating an efficient and cost effective marketplace for all investors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit certifying and standards-setting organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CERTIFIED FINANCIAL PLANNER™ certification. CFP Board owns the CFP® certification marks in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 87,000 individuals to use these marks in the U.S.
As part of its mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning, CFP Board works to increase access for all to competent and ethical financial planning.
At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With over 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That’s how we deliver the level of support you need to take control of your destiny—and create the firm you want.
CircleBlack delivers the Advisor Tech advisors need, and the Tech Vendor advisors want. Our unified digital wealth solutions provide financial advisors with technology that aggregates data, integrates other financial applications seamlessly, manages data from multiple custodians and delivers actionable intelligence about client portfolios, helping advisors better manage clients’ wealth while growing and deepening advisor-client relationships.
CircleBlack provides a leading platform built for the digital age, with a web-based and mobile application that can be taken anywhere and accessed anytime. CircleBlack was named to the Think Advisor Luminaries Class of 2021 for Executive Leadership and believes in making wealth management better, for both the investor and the advisor.
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. As of December 31, 2021, Dimensional and its affiliates manage $679 billion in USD for investors worldwide.
Since 2002, Edgewood Capital Advisors, LLC has been active in commercial real estate, originating bridge loans up to $25mm and opportunistically acquiring loans and real estate. The firm launched Edgewood Capital Partners in 2012 to focus primarily on originating bridge loans and to provide investors high current income. The Fund’s long-term objectives are to provide consistent annualized returns, with low volatility and low correlation to equity markets and to provide investors the opportunity to take quarterly income as desired. The Fund, since launched, has originated 141 loans totaling $850MM and realized $592MM on 105 deals that have paid off. In 2021, the Fund originated approximately $204MM in short duration, high coupon, floating rate loans. ECP has a net annualized return of 9.27% since inception. The majority of our assets are held in a subsidiary REIT, reducing the effective tax rate on income by 20%. While equity markets have been volatile and fixed income returns lackluster, ECP has provided consistent returns and stable, tax efficient income across all market cycles. With low volatility and consistent return profile, we believe the fund provides strong portfolio diversification benefits to HNW and Institutional Investors.
EncorEstate Plans is estate planning technology that is built exclusively to equip the trusted advisor to deliver the best estate planning experience available to their clients. We do not work directly with individual clients, we work through the advisor.
Financial planning is incomplete if clients do not have up to date estate planning documents. With Encore the advisor can now facilitate an easy to use and efficient software experience that ends their client’s estate planning procrastination.
Encore provides Estate Plan Summaries for clients with existing estate plans, high quality Trusts and Will documents, Powers of Attorney and Healthcare Directives. We have human estate planners reviewing every document and working with advisors to help them deliver a great client experience.
When the trusted advisor is the hero for their clients, we succeed.
Visit encorestateplans.com to learn more and create your free account. Encore only charges for estate plans that are created in our system, there is no ongoing subscription.
Fidelity Labs / ESG Pro® - ESG Pro® is a service that helps financial advisors start and grow their sustainable investing practice. Regardless of where you are on your ESG journey, we provide the knowledge you need to help guide your clients with confidence.
The Retirement Strategies Division of Finance of America Reverse LLC (FAR) is the nation’s leader in home equity education for financial professionals. With insight and guidance from seasoned reverse mortgage experts, FAR provides powerful tools and valuable resources aimed at helping homeowners strategically leverage housing wealth as part of a comprehensive retirement plan.
The Flourish platform provides innovative access to financial products that help RIAs secure their clients’ financial futures. We work with over 400 RIAs that collectively represent more than $1 trillion in assets under management across two products: Flourish Cash, a cash management solution, and Flourish Crypto, a turnkey cryptocurrency offering built for financial advisors and their clients. Please visit flourish.com for more information. Flourish Cash is offered through Flourish Financial LLC, while Flourish Crypto is offered through Flourish Digital Assets LLC and Paxos Trust Company, LLC (Paxos). Paxos is not affiliated with any Flourish entity.
FP Transitions is the nation's preeminent consulting firm dedicated to wealth managers and independent financial advisors. We guide over 2,000 firms each year through M&A, business valuations, consulting, and our proprietary Equity Management SolutionsTM program. We offer the industry’s most thorough benchmarking data spanning more than 15,000 certified valuations, backed by a team of nearly 60 credentialed analysts, lawyers, and consultants. Dedicated to the advancement and sustainability of the wealth management industry, FP Transitions transforms practices into thriving businesses through proper entity structure, intelligent compensation design, and equity pathways that allow a smooth transition of ownership while increasing firm value. Over the past twenty years, FP Transitions has pioneered and revolutionized our industry’s premier succession and transition planning strategies and houses a full-service legal department that has completed more advisory M&A transactions than any other investment banker or business broker in the country. Curated Succession Planning Resources for NAPFA Members: www.FPTransitions.com/NAPFA
Gray Harbor is a sponsor of RIA/Fee-Only, income focused funds, targeting assets 100% leased to the U. S. federal government. We seek to acquire, develop, and manage single tenant, build-to-suit properties leased to federal agencies. This gives our investors the zero credit risk tenant of the United States Government, and our leases are full faith and credit obligations of the United States. Gray Harbor was formed by industry veterans to capitalize on the collective experience of its senior management team’s 125 years of commercial real estate experience, and more than 60 years in the complex and specialized world of federal government leased real estate.
Hartman Income REIT Management, Inc. delivers value to investors by sponsoring commercial real estate investment programs that have the potential to provide long-term income and capital appreciation potential to investors. Since 1983, Hartman and its affiliates have sponsored 24 private and public investment programs. Hartman acquires office, retail, industrial and warehouse assets located in key Texas markets: Houston, Dallas and San Antonio. We believe that certain Texas attributes attract the number and type of quality corporate tenants Hartman seeks, which drives the need for properties that meet the objectives of Hartman’s programs.
Founded in 1991 by Heifer International’s Board of Directors, Heifer Foundation’s mission is to raise and oversee financial assets to support the work of Heifer International. Heifer Foundation has been Heifer International’s global partner for more than 25 years, managing an endowment to provide ongoing financial support for Heifer’s work. The Foundation’s endowment is built through charitable gifts such as cash, property and stock, as well as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer’s programmatic use. Heifer International’s mission is to end hunger and poverty in partnership with the communities they serve. They currently work in 21 countries to support and train the world’s farmers, ranchers, and female business owners. Their community development model focuses on increasing income and assets within farming families, improving food securing and nutrition, protecting the environment, and promoting women’s empowerment. Heifer Foundation and Heifer International are separate nonprofit charitable organizations.
Holistiplan, the #1 tax planning software for financial advisors, is an award-winning software built to systematize and automate the process of reviewing a client's tax return to uncover future and current planning opportunities. Holistiplan’s software was created and designed by co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® to accomplish what have historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors while also improving it for every client. The software utilizes optical character recognition (OCR) to read uploaded tax returns and generate white-labeled, client-ready tax reports complete with relevant observations in minutes. The same OCR technology also powers a Scenario Analysis tool that allows advisors to immediately identify key income break points for tax planning opportunities such as ROTH conversions, tax-efficient withdrawals, charitable giving, and more. Advisors can run multiple scenarios to determine different outcomes, providing valuable information to clients and helping them get one step ahead of future tax planning issues.
Investments and Wealth Institute® is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor ® (RMA®)—we deliver rigorous, highly practical education.
Jackson is committed to reducing the complexity of retirement planning. Our protected retirement solutions, financial know-how, history of award-winning service* and streamlined experiences strive to reduce the confusion that complicates your plans. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. *SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2020. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)
Kwanti is a powerful, innovative and easy to use portfolio analysis and communication platform designed specifically for advisors. Elegantly showcase your portfolio recommendations to centrally position you in your client relationships and close business with prospects. Leverage data integrations with leading custodians and portfolio management platforms to streamline the investment process.
Legendary Capital aims to be an industry leader in the hospitality sector. Our target properties are 80-to-200-room limited- service, select-service, extended-stay and full-service hotels in America’s heartland. We collaborate with world-class strategic partners to provide comprehensive services for all assets under management, from financial analysis to on-site management and staffing.
Everyone at Legendary Capital is driven by one common goal—Taking Care of the Capital℠. We realize this mission by putting the direct and indirect owners of the property first, focusing on capital preservation and producing operating results that benefit these owners. We believe it is our job to ensure we take care of our property owners, partners and employees. By purchasing individual hotel properties and applying experience management, we expect to achieve our goals:
- Generating cash flow
- Paying down debt
- Building equity
- Creating potential tax advantages
Headquartered in Fargo, North Dakota, Legendary Capital’s team embodies Midwestern values and work ethic. With decades of experience in hospitality, real estate, operations, finance and acquisitions, we are uniquely qualified to identify and acquire properties with the potential to maximize cash flow and appreciation.
Lexicon Content Development offers professional content marketing, writing, and social media management for fee-based and fee-only financial advisors.
Lincoln Financial Group delivers sophisticated RIA-specific strategies and products for the creation, protection, and enjoyment of wealth. We are committed to helping clients plan for retirement, prepare for the unexpected and protect their wealth from five key financial challenges: taxes, long-term health costs, longevity, inflation, and market risk.
Rely on Lincoln for the knowledge and experience to help you address these challenges. Lincoln Wealth Protection Expertise combines state-of-the-art solutions, RIA-dedicated support staff, and powerful visualization tools to assist you in protecting client wealth and planning financial outcomes.
Financial advisor businesses are the backbone of our country. It drives jobs, creates prosperity and boosts local economies. We’re proud to contribute to that growth by investing in financial advisors who own their business. When you bank with Live Oak, you can be proud too.
Whether you’re looking to build, buy or expand your business, let our team at Live Oak Bank be your guide. When you bank with us, it means your money is fueling the growth of small businesses across the country.
Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help by giving clients options to improve flexibility, tax efficiency, and cash flow – while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.
Moneytree Software has a rich history of making the complex—simple. We’re serious about delivering the strongest calculation engine in the financial planning and wealth management industry that advisors can trust. Trust is the linchpin in the financial advisor’s toolset. Your clients trust you with their life’s story, fears, and dreams. Your financial planning software needs to provide accurate, consistent results that inspires trust and confidence in both you and your clients. Our mission is like yours—we believe in making great things happen for other people. We’ve been developing financial planning solutions for 40 years, and we’re continuously refining our software to grow your business and be the trusted advisor for your clients. Our experience serving financial and wealth professionals results in the most accurate calculation engine on the market and why our clients have trusted us for decades.
Accutech Systems Corporation welcomed us to their family in 2019 to be part of a comprehensive wealth management and financial services platform. We are proud to offer integrations to Cheetah™ and include financial planning to the host of services and capabilities for wealth managers.
Nationwide® is a Fortune 100 financial services company with a history of caring for our customers and partners. To assist fee-based financial professionals as they help clients, we deliver clear, straightforward tools and resources. We prepare client-ready materials that simplify timely, complex issues. Our support on retirement topics is complemented by product solutions, including annuities, life insurance, mutual funds and retirement plans. With a legacy that goes back nearly 100 years, we are a strong and stable company committed to protecting client futures. Learn more at nationwideadvisory.com.
The ONYX Advisor Network helps minority-led advisory firms start, scale and sustain their businesses.
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life is a national brand and part of a mutual holding company structure, which means the company is not publicly traded and the stock market does not drive business decisions, allowing the company to focus on financial strength and long-term strategies that benefit policyholders and clients.
PPC LOAN is one of the nation’s leading sources of conventional (non-SBA) cash-flow based financing for investment advisory firms. For over 20 years, we have consistently provided the most attractive financing programs available in the industry. With PPC LOAN you can expect quality service and tailored financing solutions because we understand how your business works. This gives us an edge over typical SBA lenders and traditional banks who can’t afford the time to learn and understand the way your firm - or any investment firm - works. The three types of loans we offer to investment advisory firms are:
- Growth Loans: For acquisitions (& mergers) of a firm or book of business
- NextGen Loans: For succession plans, internal equity purchases, and partnership buy-ins/buy-outs
- Refi Loans: A refinancing solution for existing business debt
Once we get to know you and your firm, you can consider us a long-term partner who’s ready to assist you with your ongoing financing needs. This is about a relationship and your dedicated PPC LOAN advisor is committed to your ongoing success.
RetireOne® was formed for the express purpose of challenging the status quo within the insurance/annuity world by leveraging proprietary technology to broadly expand the distribution of guaranteed retirement income solutions to the many consumers approaching or in retirement who would never consider a traditional annuity. Our mission is to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.
Established in 2012, Reverse Mortgage Funding LLC is one of the country’s largest Ginnie Mae issuers of reverse mortgages and a recognized steward of the industry. We are the nation’s #1 HECM Backed Securities (HMBS) issuer, currently servicing more than 125,000 reverse mortgage borrowers.
RMF is a wholly owned subsidiary of Reverse Mortgage Investment Trust Inc. (RMIT), a specialty finance company in the reverse mortgage sector. RMIT is an affiliate of Starwood Capital Group, a global private investment firm and an innovator in non-agency mortgages. The relationship with Starwood Capital affords RMF the unique ability to develop new product lines and create strategic partnerships within the Starwood Capital family of companies.
As part of RMF’s dedication to the financial advisor space, we have established a broad support platform of advanced technology, compelling marketing collateral, and experienced personnel to provide you with the tools needed to seamlessly integrate home equity into holistic financial plans for aging clients.
For questions and customized client quotes, please contact our Financial Planner Education Team at 844.804.3863 or firstname.lastname@example.org.
Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). We are dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Furthermore, the employees of SSG have an average of over 20 years of experience in serving the needs of independent RIAs. We understand what independent RIAs require in order to do their best work and this includes offering the “SSG Same-Day Promise” which means service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com
Established in 2012, Succession Resource Group (SRG) is an Oregon-based consulting firm that delivers a full range of customized business planning services, catered to the needs of independent financial advisors. SRG is dedicated to helping advisors value, improve, protect, grow, and exit their business, no matter what stage they’re in.
The Behavioral Finance Network provides behavioral finance coaching, client content, and several behavioral tools to help advisors both differentiate themselves and improve client decision-making. Advisors get a lot of value out of the individual coaching calls, the two pieces of behavioral client content per month (no one else does this), and behavioral finance coaching slide decks they can use in meetings and seminars. Memberships are limited to 100 to ensure a personal connection and exclusivity of the tools and content. Membership is by application to ensure advisors will be a good fit and will receive great value from the offerings.
For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
The Strategic Implementer enables financial advisors to love their business – and regain the life they deserve. We provide a clear strategy and hands-on support to troubleshoot your business headaches. We provide a clear path forward so you can take back control and succeed without compromise. Get a financial planning business that runs itself.
Visory is the hands-on technology partner for independent financial advisors, accounting and construction firms, and other businesses. The company combines deep knowledge of the best business-oriented software with proven industry expertise to deliver thoughtful technology solutions and support to help firms grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.
Walton is a privately-owned, leading land asset management and global real estate investment company that concentrates on the research, acquisition, administration, planning, and development of land. With more than 42 years of experience, Walton has a proven track record of administering land investment projects within the fastest growing metropolitan areas in North America. The company manages and administers US$3.4 billion in assets on behalf of its global investors located in 71 countries, builders and developers and industry partners. Walton has more than 98,000 acres of land under ownership, management and administration in the United States and Canada with business lines ranging from exit-focused pre-development land investments, builder land financing and build-to-rent. Walton’s 42-year experience in the land industry and its more than 86,000-acre U.S. land asset portfolio, coupled with their established relationships with most of the top U.S. homebuilders, puts Walton in a prime position to allow their investors to capitalize on the surging U.S. housing market.
Wilshire Finance Partners is an alternative investment manager specializing in short-term fixed income investments that provide Stable Income & Principal Protection® and have historically delivered the following benefits: Higher returns; Monthly cash flow; Stable net asset value; No correlation to the stock or bond market; No sensitivity to interest rates. Alternative investments have become a staple in many investment portfolios, and we would welcome the opportunity to show you how our funds fit into a balanced strategy. For more information, please contact Don Pelgrim at (866) 575-5070, Wilshirefp.com
XY Planning Network is the leading organization supporting financial advisors who provide fee-for-service financial planning to Generation X & Generation Y clients. XYPN is a turnkey financial planning platform, providing everything from compliance support to the technology necessary to start, run, and grow (or transition to) a fee-only RIA doing real financial planning for next generation clients, with real independence, and access to a real community of like-minded advisors.
YourStake provides the #1 rated tools financial advisors need to help clients understand and grow their social and environmental investing impact. We offer personalized ESG/SRI solutions and impact reporting with a mission to equip advisors with the depth of information needed to answer any client question, beyond abstract scores.