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Strategic Partnership with BrightScope benefits Advisors.

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The Opportunity

While some of our clients are focused on wealth management, payroll or insurance products, the vast majority of our clients are focused on retirement sales with an ability to provide services as an RIA. The retirement plan industry has gone through some unprecedented changes in the since 2007, which has resulted in an extremely competitive marketplace with ever-shrinking margins. This change has led to intelligent organizations realizing that they may not have all the answers, and could use some help to accelerate their growth.

Your Return on Investment

Retirement is the most
significant financial
services opportunity
of our lifetime. And, it
all starts with the
company sponsored
retirement plan.