The Simplicity Group is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products. As one of the fastest growing partnerships in the financial services industry, Simplicity offers us an unrivaled array of tools and technologies to grow and protect wealth –  Their platform includes 75 insurance insurance companies covering the full range of insurance solutions - life, disability, long-term care and business continuity insurance as well as annuities.

The Leaders Group - serves as our primary Broker/Dealer through NFS WealthScape (Fidelity) and its extensive compliance program ensures our client’s best interests. Furthermore, we utilize the Leaders Group as a sounding board before implementing an investment strategy. 
The Leaders Group, Inc. has been recognized as a top independent broker-dealer in the nation several years running by InvestmentNews. For 2021, The Leaders Group was the 4th fastest-growing IBD and among the top 30 firms ranked by revenue and size.

TLG Advisors - As a registered RIA, TLG Advisors provides us with a comprehensive platform of investment options to meet a broad array of client needs. Whatever asset allocation solution is most appropriate to accomplish client’s goals, it provides us with a broad array of choices for portfolio construction. This includes stocks, equities, fixed income, ETFs and alternatives. 

Fidelity through NFS WealthScape serves as our executing Broker/Dealer for all transactions. 

Schwab is our primary custodian for managed accounts, however, our platform allows clients to choose an alternative custodian if preferred.