SERVICES FOR FEE-ONLY ADVISORS

We strongly support adhering to a fiduciary standard and appreciate the services that fee-only advisors provide to their clients. We aim to help fee-only advisors implement quality insurance and annuity solutions needed to help their clients achieve their financial goals.

  • We help you find the best solutions for your clients

  • We understand the importance of getting timely and accurate information for your clients

  • We are an independent insurance firm that helps advisors seek the best solutions across a wide range of providers

We believe deeply in always doing what is right for the client. This commitment is always guiding our actions when evaluating potential solutions for clients.

We believe in having a collaborative working relationship with the advisors we support. While we provide insurance and annuity expertise, we appreciate that advisors are experts in understanding the goals and values of their clients.

Like you, we value our independence and have sought a business model that allows us to identify and offer products that are in the best interests of our clients.

The advisors we support communicate directly with our firm president, Derek Tharp, Ph.D. CFP®, CLU®, to assist with insurance strategy and analysis. Derek is an insurance and financial planning expert. His research has been published in academic journals such as Journal of Financial Planning, Journal of Retirement, Financial Planning Review, Journal of Personal Finance, Journal of Financial Counseling and Planning. Derek also works as an assistant professor of finance and as the lead researcher at Kitces.com. He blogs regularly at the Wall Street Journal’s Experts Blog and Kitces.com.

LET’S GET STARTED

We’re here to help assist you and your clients with implementing high-quality insurance and annuity solutions. We take great pride in using our expertise for you and look forward to hearing from you.