Our Strategic Vendors

With our strategic vendors across the United States, we’ve built an unparalleled network of industry leaders in the tax & legal as well as top tier insurance carriers. 

Financial Planning and Wealth Management 

Lion Street partners with industry-leading financial advisors to provide clients with top-tier life insurance solutions and wealth management services.

Eudaimonia provides aspire to quality life insurance and advanced financial planning solutions aimed at promoting prosperity and achieving holistic well-being for its clients.

Kingswood Wealth Advisors delivers comprehensive wealth management and advisory services tailored to meet the unique financial goals of their clients.

Schechter is a boutique, third-generation life insurance and wealth advisory firm that specializes in sophisticated financial solutions for high-net-worth individuals and families.

Life Insurance Carriers

Pacific Life offers a broad range of life insurance products, annuities, and mutual funds to help individuals and businesses achieve financial security.

Simplicity Life is dedicated to redefining the distribution of life, annuity, and health insurance products through innovative technology and unparalleled support for financial advisors.

Penn Mutual helps individuals, families, and businesses build lasting financial security through life insurance and annuity products.

John Hancock offers a variety of investment and insurance products designed to help individuals plan for a financially secure future.

Lincoln Financial provides financial planning, retirement, insurance, and wealth protection products to empower clients to take charge of their financial futures.

Legal and Accounting Services

Artifact CPA provides personalized and strategic accounting and financial advisory services aimed at improving the financial health of businesses and individuals.

Spencer Fane is a full-service law firm offering legal expertise across a wide array of practice areas to support businesses and individuals in achieving their goals.

Handler Thayer

Handler Thayer, LLP is a premier law firm focusing on tax, business, and estate planning for affluent individuals, families, and privately held businesses.

Rebeck & Allen specialize in providing comprehensive legal services in the fields of tax, bankruptcy, workers’ compensation, criminal defense, and family law.

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