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Showing 9 Results of 17

Case Study

Edison Byzyka on Fueling Growth with DPL + Orion

Aug 01, 2024
Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the...

Case Study

How Scott Marquardt & Team Leveraged the Breakaway Accelerator Program

Jul 09, 2024
When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023...

Case Study

Integrating insurance solutions in retirement planning with Tyler Peterson

Sep 15, 2023
As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a...

Case Study

How Joe Flinner Uses the RISA® for Prospecting & Creating Value for Existing Clients

Sep 01, 2023
Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered...

Case Study

Jamie Upson Uses Annuities to Help Mitigate Risk in Client Portfolios

Jan 30, 2023
Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities...

Case Study

How Colin Day & Correct Capital Value the Advent Insurance Marketplace Integration

Jan 30, 2023
Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Planning

Jan 25, 2023
Using RISA as a first step in the planning process As a holistic financial planner...

Case Study

The Retirement Income Style Awareness (RISA) Profile: Validating

Jan 25, 2023
Using RISA to validate existing plans Market volatility can be a wakeup call for financial...

Case Study

Using FIAs to Generate Guaranteed Income with Tim Brown

Jan 24, 2023
Tim Brown of 360 Family Office discovered the power fee-based fixed index annuities as an...

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