Strategic Partners

Planning Partners

Triad Advisors: http://www.triad-advisors.com/

With a combination of sophisticated technology and friendly, personal support, coupled with an extensive menu of wealth management solutions, we deliver the resources to help you serve clients and grow your business more efficiently and effectively. Because, at the end of the day, we believe that real independence is about you building your business, your way.

The Academy for Fiscal Excellence: http://myafe.org/

The Academy of Fiscal Excellence is dedicated to helping people at a time obtain FINANCIAL EXCELLENCE by getting their Financial House in Order while preparing for Retirement

Cash for Life Strategies:

A firm that educates Financial Advisors in helping clients create custom income for life solutions

Hynes Financial:

A partner firm with the resources of Christopher Hynes, JD, CFP. Mr. Hynes is one of only 2500 professionals in the United States that is a Certified Financial Planner, Insurance Broker and Attorney. Chris’s unique education helps our firm with custom planning for clients.

True Financial Health-Safety First Planners: http://safetyfirstfinancialplanners.com/

A partner firm in Nashua NH that shares the common goal of safely helping clients  meet their planning goals

The Optimus Group LLC: http://www.theoptimusgroupllc.com

A partner firm in Clifton Park NY that shares the common goal of safely helping clients meet their planning goals

Benefit Partners

East Coast Enrollers:

Specializing in Voluntary and Ancillary benefits for Businesses

Benemax: www.benemax.com

Benemax evaluates all aspects of our client’s business and work very closely with leadership through the process of analysis, design, brokerage, program management and member service.The result is a customized benefit package that maximizes the total value of your limited benefit dollars.

HR Compliance: www.hrcompliance101.com

Whether you’re hiring your first employee or figuring out the latest State regulations, you need professional outsourced human resources. Now you can access more than 25 years of human resource experience—when you need it, for as long as you need it.