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Our Family of Member Companies

Our Family of Member Companies

Premier Investment Manager

Delivers tailored investment solutions and exclusive opportunities to help financial advisors optimize portfolios and meet the unique needs of high net worth clients.

Premier Investment Manager: Whether you’re an individual client or financial advisor, we offer internally managed strategies and access to external expertise to optimize your investment portfolio.

RIA Services

We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

RIA Services: We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

Marketing & Design

From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Marketing & Design: From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Life, Annuities & Back Office

We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

Life, Annuities & Back Office: We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

IAR Solutions

Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

IAR Solutions: Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

Exclusive Programs:

Elevate Your Advantage

Exclusive Programs: Elevate Your Advantage

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Cutting-Edge Advisor Solutions

Cutting-Edge Advisor Solutions

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Exclusive Programs & Strategies

Customized Solutions for Engaging and Maximizing High-Net-Worth Client Relationships

 

Maximizing High-Net-Worth Client Relationships

The Strategic Advantage of Our Exclusive Programs

In today’s competitive financial landscape, targeting and maximizing relationships with High-Net-Worth (HNW) clients requires precision, expertise, and innovative strategies. At Entry Point Advisor Network, we understand the unique needs and expectations of HNW individuals. Our exclusive programs are designed to equip financial professionals with the tools and strategies necessary to attract, engage, and retain these valuable clients. By leveraging our tailored solutions, advisors can offer unparalleled value, enhance client satisfaction, and achieve sustained growth.

Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs)

Navigating the complexities of 1031 Exchanges can be a daunting task for both financial professionals and their high-net-worth clients. At Entry Point Advisor Network, we simplify the process with our first exclusive program, “A Smarter 1031 Exchange.” Our member company, Caitlin John, brings together a team of professional experts and resources specializing in Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs).

By collaborating closely with your clients to understand their goals, objectives, and risk tolerance, we go beyond standard tax planning. We demystify the intricate details of DSTs and QOZs, enabling clients to make informed and educated decisions. Whether it’s a 1031 Exchange of real estate or transferring highly appreciated assets—such as stocks, artwork, car or coin collections, or family businesses—we strive to help clients utilize and maximize the current tax codes to their benefit.

Unleashing the Secrets to Maximizing Net Retirement Income (NRI Max®)

Extraordinary retirements don’t come from ordinary planning. At Entry Point Advisor Network, we unveil what the wealthy do differently with our exclusive program, “NRI Max (Net Retirement Income Maximization).” This program is designed to help financial professionals learn and implement the advanced strategies that affluent individuals use to maximize their net retirement income.

Discover the unique approaches and innovative techniques that set high-net-worth retirees apart. From sophisticated investment strategies to optimized withdrawal plans, our NRI Max program empowers you to offer unparalleled value and financial security to your clients. Learn how to elevate your retirement planning services and help your clients achieve extraordinary retirements through strategic and informed planning.

Comprehensive Investment Guidance and Tactical Management

Many 401(k) plan providers lack comprehensive investment guidance and a tactical approach to managing investments over time. “A Smarter Way 401(k)” fills these gaps with a robust solution tailored to participants’ needs.

Our program starts with a risk tolerance questionnaire to determine each participant’s risk level, followed by selecting a matching prebuilt allocation. We then manage these allocations, adapting them to market conditions like our other investment offerings. Our ETF-based 401(k) allocations are chosen for their benchmark replication, cost-effectiveness, and ease of trading. When market data indicates uncertainty, we adjust allocations to reduce risk by underweighting equity-based ETFs and reallocating to non-correlated asset classes such as fixed income, cash, and commodities.

Elevating Your Practice with Advanced Financial Solutions

Staying ahead requires more than just keeping up—it demands leadership, expertise, and strategic collaboration. The CPA Fiduciary Alliance, powered by our member company, Caitlin John, offers CPAs and IARs a unique opportunity to enhance their practice and deliver exceptional value to their clients. Our vision is grounded in Education, Thought Leadership, and Collaboration. By partnering with us, you gain access to the resources and support necessary to foster long-term practice growth and sophisticated financial solutions that enhance client value propositions.

As fiduciaries, CPAs and RIAs must provide the best possible financial services and advice. Our alliance equips you with advanced financial planning and tax deferral strategies, ensuring you remain a trusted advisor. Our team of experts specializes in 1031 Exchange transactions, qualified retirement plan implementation, and advanced insurance strategies, helping you meet and exceed the needs of your high-net-worth and business clients.