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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.

A Unique Program Created to Help Capture the Untapped Potential in Your Network

Grow Your Practice With A Pro Partnership

Have you ever wished you could just refer or team up with another professional to take care of a special case or opportunity outside of your niche market without the fear or risk of opening the door to another Advisor and having them steal your client? 

The Entry Point Advisor Network provides advanced planning concepts and strategies for your HNW and UHNW clientele. With that being said… we set out to provide a unique and vetted solution by making available a collaboration of trusted experts to help you capture the untapped and endless potential in your network and current book of business. You can now capitalize on the vast world of financial concepts, products, and advanced planning strategies and not walk away from these opportunities! We call it our Pro-Partnership Program.

Learn More About The New Financial Frontier

Contact Us Today To Schedule a Call With One of Our Experts

White Glove, Pro Partnership

For a modest case split arrangement, you will gain an industry expert to assist you in strategizing designing, presenting and closing the case with you. With this plan you will share in some of the workload and responsibilities, but your Pro-Partner will bear the main responsibility of building, presenting, educating and answering the tough detailed questions of the cases. You will be able to satisfy all of your client’s financial goals and objectives and become their trusted source for all future business and of course the referrals that should follow! We call it earn while you learn!

Learn More About The New Financial Frontier

Contact Us Today To Schedule a Call With One of Our Experts

Hand Off to Your Pro Partner

Many times, we run across niche opportunities that just fall in our lap, but clearly, we know they’re not in our wheelhouse. Instead of avoiding complicated Life cases or Strategies, Define Benefit Plans, Cash Balance Plans, DST’s, QOZ’s, 401K Rollovers, or even cases that may require the expertise of an attorney or CPA, you can hand off these opportunities to Professional Partner and keep moving with your core business! This hands-off approach with your Pro Partner is structured as a 50/50 split case, NOT BAD… knowing your Pro-Partner has a vested interested in getting the case done. It doesn’t get any better than that!

With our Pro-Partnership Program, you can capitalize on these amazing opportunities that tend to be much BIGGER cases with an expert on your team!

It’s easier to reach the top of the mountain when working with a Pro-Partner.