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Network Affiliates

  • ACA (Alliance of Cambridge Advisors) ACA (Alliance of Cambridge Advisors)

    ACA is a community of fee-only financial planners focused on the holistic planning strategies that create true wealth for planners and their clients. The ACA System™ of financial planning has been used successfully for over 30 years with thousands of clients from all income and net worth levels. Whether financial planning is your second (or third) career or you are dissatisfied with the growth and direction of your current practice, ACA can provide you with the systems, tools, training, and community support to make a comfortable transition to the practice you've always wanted.
  • fi360 fi360
    • Contact Name: David E. Palascak
    • Phone: (412) 741-8162
    • Email: dave@fi360.com

    fi360 is the marketing brand for three related organizations focused on fiduciary responsibility; the Foundation for Fiduciary Studies which is developing the practices that define a prudent process for investment fiduciaries, the Center for Fiduciary Studies which provides training programs on fiduciary responsibility, and Fiduciary Analytics which provides web-based tools to help the investment professional effectively manage the investment process.
  • Future System.com Future System.com

    Future System is a new paradigm of wealth management and insurance planning strategies that combines a new patented actuarial model for life insurance with a corresponding copyrighted planning process. The FutureSystem™ Planning Process is a high-level wealth management overlay platform that bridges financial, insurance, estate and "life" planning. Its methodology has unique perspectives and rule sets. The FutureSystem™ Life Model protects the advisor and the client, while changing the clients' perceptions of life insurance from a begrudging purchase to a valued component of wealth management planning. Both the FutureSystem™ Planning Process and the The FutureSystem™ Life Model provide full disclosure, transparency, and a fiduciary compliant process. Visit their website to view videos of this unique offering.
  • Inside Information Inside Information

    Bob Veres provides cutting edge industry insight with his monthly newsletter and weekly e-messages.

    2,000 highly successful professionals subscribe to this service to keep abreast of new ideas, trends and innovations. This is a must if you want to stay ahead of the curve.
  • Kitces.com and The Kitces Report Kitces.com and The Kitces Report

    Kitces.com is a leading dedicated specialist in advanced financial planning content for the financial services industry, providing information to take you to the forefront of financial planning issues and recent developments. Every month, our electronic newsletter The Kitces Report will bring you critical financial planning developments and cutting-edge technical insights and analyses that benefit your clients and separate you from the competition. Unique in its style, each issue will focus entirely on only one or two topics, to provide the greatest depth of information, analysis, and application. In addition, subscribers to The Kitces Report can also receive 1.5 hours of CFP Board Continuing Education credit for each newsletter issue - a total of 18 hours of CE per year! If you prefer live instruction or direct support, Michael Kitces can consult with you or deliver in-person presentations to your conference or private company event--in 1-hour, 2-hour or half-day formats.
  • Superior LTC Superior LTC

    "Health Care is the new Wealth Care." Properly addressing this concern will enhance client loyalty, differentiate your firm, and attract new clients. Superior LTC offers Fee-only Advisors' clients a proprietary process that uses an algorithm to individually analyze and assess each client's personal situation. The result is the most objective LTC planning solution available.
    Superior LTC also provides: Policy Audits on existing LTC insurance, analyzing the pros and cons with a bottom line recommendation; assistance with claims; benefit design and premium comparisons for those who want insurance; and comprehensive documentation of the entire process. (Proper documentation shields the advisory firm from litigation by clients and their heirs.) Our services are available to all the clients of a firm for a guaranteed level annual retainer paid by the advisory firm. To help differentiate one firm, we serve only one fee-only firm in each market area. Contact us to find out if your market area is available.
  • Wealth Design Consultants Wealth Design Consultants
    • Contact Name: David W. Holaday
    • Phone: (317) 571-3616
    • Fax: (317) 571-3615
    • Email: dholaday@wdcplan.com

    Wealth Design Consultants (WDC) assists financial advisors, lawyers, and accountants to design and deliver tax and estate planning strategies for very high net worth individuals and business owners. We serve as a virtual on-demand back office in all aspects of designing, analyzing and illustrating complex cases. WDC offers a range of case planning services from simple stand-alone strategies to comprehensive plans involving numerous interdependent strategies. Since 1996 we have been involved in more than 500 client situations with net worths from $10 Million to well over $300 Million. We collaborate with some of the nations leading legal and financial services professionals.
  • Web Design Solutions, Inc. Web Design Solutions, Inc.

    Our San Diego based company Web Design Solutions, Inc. was formed in 1998 in order to help small business transition effectively to eBusiness. We keep a staff of highly trained Internet Professionals at our San Diego office who are in touch with where the Internet is today, not what it was a few years ago. The most important ingredient in maintaining our high level of customer satisfaction is the customer support we offer after the sale. All of our web services come with fanatical support providing you security in knowing we will be with you for many years to come.