Professional Affiliate Sponsors


Aston Funds

Aston Asset Management, LP (Aston) based in Chicago, Illinois, provides investment management services to the mutual fund and managed accounts markets by carefully selecting, monitoring, and marketing experienced boutique investment managers using disciplined investment processes and best-in-class business standards. From the initial due diligence on an investment manager to the launching of a new Aston Fund, we take measured steps to ensure congruence between the requirements of Aston, the capabilities of the subadviser, and the needs of investors.  Aston currently works with fourteen different subadvisors located across the U.S. including one in London.  We offer 23 different no-load mutual funds which cover all the Morningstar style boxes along with three alternatives, two fixed income and one international fund.

Contact: Mario Manfredi, CFA, CAIA, FM, CIPM
312.268.1451


Frutkin, Lawrence D., Attorney at Law

Attorney, with over 40 years of practice, Larry Frutkin helps clients reduce the costs of death by avoiding probate and keeping their taxes low.  He is also happy to make house calls.

Contact: Larry Frutkin
317.842.4420


Great Care: In-Home Care Services

Great Care is a fully insured and licensed Personal Services Agency that provides one-on-one care to the elderly, recovering patients and those with life-long disabilities in the comfort of their home. We can be an alternative to assisted living facilities, dementia care units, or long-term care placement by providing assistance with bathing, dressing, meals, med reminders, errands, housekeeping, transportation and more. We are available a few hours a day to 24 hours a day. We accept Check, Visa, MasterCard, Medicaid Waiver, CICOA and Long term care policies for payment. Accepting referrals 24x7. Visit us at www.ineedgreatcare.com.


Contact:  Julie Sullivan
317.595.9933


Kendall Inventory Service, LLC

Kendall Inventory Service, LLC (KIS) is a third party professional inventory provider that serves the needs of residential and small/medium size business owners.  KIS offers a wide variety of inventory options and other ancillary services to support our inventory packages.  These services include professional insurance consultation and analysis, document scanning.  Included in our offerings are post-disaster insurance and inventory services.

KIS is licensed, bonded and insured and is nationally certified as a personal property inventory professional.

Contact: Greg Holton
317.509.8138


Perl Mortgage

PERL has maintained a high level of integrity and superior business practice with a legacy of leadership for over 18 years.  A full service lender with access to a wide range of loan products – specializing in Jumbo and self-employed borrowers – including portfolio, conventional, and government programs able to fit any borrower’s needs.  As a mortgage bank, PERL offers the best of both worlds – the financial strength of a bank, and the flexibility of a mortgage banker, while consistently offering competitive rates and low fees in today’s market.  PERL’s in-house underwriting, processing, and closing departments lead to faster and easier closings which is reflected in PERL Mortgage being consistently ranked as one of the Top 100 lenders in the nation by Mortgage Executive Magazine.

Contact: Brian Reno
317.669.8673


TD AMERITRADE Institutional

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their firms more efficiently and effectively, while optimizing their time with clients.

Contact: Mark Josefczyk
513.792.2237


Long Term Care Insurance Consulting & Sales

You are your clients best partner in helping them accumulate assets but are your clients protected from the high costs of extended custodial care? Whether its coming up at annual reviews or your clients are asking, long term care insurance is quickly becoming an area of concern for them as they think "retirement" planning. Do you know the difference between most group plans, partnership plans and traditional options? How does asset-based LTC fit into the picture? No matter what your LTC question, noted author Julie Hurst and her team can work with you & your clients to get the appropriate plan in place to protect your clients' family and their retirement assets. Don't worry about keeping up-to-date on rates and new plans allow your clients expert consultation. Endorsed with many groups, including the Indiana Members Credit Union. Individual, Groups & Executive Carve-out Long Term Care Insurance Protection.

Contact: Julie Hurst

Wealth Preservation Strategies, LLC
317.696.3050


Wright Accounting Group, LLC

All accountants aren't created equal. You shouldn't have to sacrifice communication skills for exceptional accounting skills. Many times with accountants, there is an inverse relationship between the two. That's why referring your clients to Wright Accounting Group, LLC makes sense for financial planners. Wright Accounting Group, LLC has the knowledge and expertise to handle your clients tax preparation, tax planning and bookkeeping needs as well as the respect and consideration of the other moving parts of the financial plan. We treat our clients' advisors as true partners and have open lines of communication with them to achieve what is in the best interest of each client. Our clients appreciate this level of personal service and so will you. Taxes are boring. Your CPA doesn't have to be.

Contact: Kitrina Wright, CPA
317.507.1900

 

 

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