Our Business Relationships

With a Little Help from Our Friends

In order to provide the best service possible, we work with some of the most reputable firms in the financial industry. These relationships allow us to provide the best of two worlds: dedicated, small-town service our clients have come to expect, coupled with the many products and resources only possible through larger organizations.



Cambridge serves as our Broker-Dealer and Registered Investment Adviser. They are responsible for compliance oversight, processing transactions, and providing due diligence for our product offerings. We chose Cambridge because of their reputation as an industry leader. Click here to learn more about Cambridge.


AssetMark is our leading custodian and supports us with a range of diversified investment options and services. Through AssetMark we have access to top investment management firms such as City National Rochdale, Clark Capital, and American Funds. To learn more about AssetMark, click here.

Duncan Advisor Resources

Through Duncan Advisor Resources we have access to various tools that assist in the underwriting of Life Insurance, Disability Income Coverage, and Long-Term Care. They offer leading technology, application fulfillment, and other resources that help us find the right protection for every client. Click here to learn more about Duncan Advisor Resources.