Products and Services
Through our partnership with Momentum Independent Network Inc. (MIN) and their affiliates, we provide access to a comprehensive suite of solutions, services and products that meet a variety of client needs. From Cash, Credit and Lending to Retirement, we offer the resources to help you identify each client's individual priorities and create a holistic financial plan to help achieve their definition of success.
Cash, Credit & Lending
We offer a variety of cash management solutions designed to assist in the client's day-to-day finances conveniently from their account including check writing, debit cards, and access to an array of competitive money market funds. Through our affliliation with PlainsCapital Bank and PrimeLending we also offer both short and long-term lending assistance as well as a nationally recognized home mortgage solution.
Investments
From fixed-income and equities securities to college savings plans and futures & commodities, we offer investments that can help you create a diverse portfolio suited to meet the specific needs of your clients.
Insurance & Annuities
We offer a wide range of insurance and annuity options through most major carriers in order to provide a steady stream of income and protection from the unexpected events in your clients' lives.
Legacy & Estate*
Whether it’s setting up a trust, creating a will or ensuring the continued support of your client's favorite charity, legacy and estate planning is an integral part of an overall financial strategy. We provide a vast network of national resources and regional expertise to help guide your planning.
*MIN and its affiliates do not give tax or legal advice and are not affiliated with third party entities.
Retirement
We offer a full range of retirement products and solutions including traditional, Roth and simple IRAs, SEPs, self-directed 401(k) plans, MPPs and 403(b) TSCAs.
Fee Based Advisory Services
Through our integrated Envestnet solution we offer a variety of turnkey options to efficiently serve all of your clients’ fee based and performance reporting needs. Under a single annual fee, our financial advisors can help clients build balanced portfolios that hold stocks, bonds, mutual funds, cash and other types of securities. Envestnet offers a powerful, flexible, and highly integrated platform that is both scalable and intuitive. It provides superior research, powerful analytics, broad product access, and customized reporting.
Financial Planning
Whether your client is a novice or experienced investor, we offer the technology to create a holistic wealth management plan that takes into account market volatility and potential life events, while prioritizing clients' wants and needs for a brighter financial future.