AFLAC offers programs that assist families in need when accident or illnesses occur. Benefits are directly paid to policyholder to use for out of pocket medical and non-medical costs. Coverage's inlcude disability, accident and sickness plans as well as critical illness programs for cancer and heart attack patients.
Contact: John Mongtomery
317.829.3923 ext. 63
American Funds' history goes back to the 1931 founding of the investment management firm. There are 33 American Funds that cover the spectrum of investment objectives, as well as a series of retirement target date funds. We are distinguished by a time-tested investment approach in which we seek to provide consistent long-term investment results for our mutual fund shareholders.
Contact: Jason Weybrecht
Barnes and Thornburg LLP's tax lawyers represent individuals in their estate-tax planning whether the estate is modestly sized or involves a high-net worth executive or business owner. Our estate planners involve lawyers from other departments and practice groups, as required, to meet the clients needs. The firms large compliment of estate planners across our seven offices gives us the resources to handle transactions on an expediate basis.
Contact: Larry Lawhead
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2012, client assets custodied with Schwab Advisor Services stood at $727.6 billion. These assets, managed by nearly 7,000 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of The Charles Schwab Corporation and is a leading provider of custodial, operational and trading support for independent investment advisors.
Contact: Timothy Ponstingle
JPMorgan Asset Management
Contact: John McCabe
Contact: David Morrison
We are a pioneering firm focused exclusively on the areas of estate planning law (handling our financial assets) and Wealth Reception Planning™ (which addresses the non-financial element of our wealth). Dedicated to "Changing the Way America Plans (for the better!)" we developed and pursue a Three Step Strategy™ to create estate plans that work for our clients and their loved ones. Through our LifeSpan Legal Service Program™ we provide (1) extensive and personalized education and counselling, (2) formal continuing maintenance and education services and (3) fixed fee settlement services that ensure efficiency in the transfer of your assets and effectiveness in the transfer of your accumulated lifetime of wisdom to your beneficiaries.
Our motto is "An Unreasonable Commitment to CoCreating Estate Plans That Work."
Our creed is "Plans That Work. People Who Care."
Contact: Rick Randall
SFG Asset Management was created by advisors for advisors. Our suite of actively managed models provides advisors the ability to help their clients confidently build and execute their investment plan. Advisors focus on Finding, Getting & Keeping quality clients by providing them excellent Personal Financial Planning rather focusing on the market and making investment choices. Our proprietary model building process is built on Discipline, Transparency, & Trust and is presented in a way that resonates with investors. Our mission is to Research, Design, Implement and Monitor Active Asset Management Models. This allows advisors the freedom to focus on their clients and their business.
Contact: Dan Easley
Stonegate Mortgage Corporation is one of the largest and fastest growing independently-owned mortgage lenders and servicers in the U.S. Backed by Long Ridge Equity Partners, a New York based private investment firm, Stonegate originates, acquires and retains mortgage servicing rights through a network of retail branches and approved third party originators. With the most recent purchase of NattyMac, a warehouse lender from Guggenheim Partners, Stonegate has created an integrated warehouse and loan sale solution for its clients to ensure that independent mortgage bankers have access to warehouse financing, liquidity for their agency loans and a mortgage servicer with an intense focus on delivering a superior customer experience.
Contact: Kurt Fancher
Contact: Brad Gibson, CRC
The Walton Group of Companies (Walton), one of North America’s leading land-based real estate investment and development groups, manages assets $3.2 billion, including over 70,000 acres. Walton is well positioned to execute its all-cash acquisition model in today’s market, focusing on path of growth investments in strategic submarkets.
Contact: Lucas Kraft