Consulting/Recruiting

Phone: (617) 217-2839
Email: Victoria@bowenenterprises.com
Web: www.BowenEnterprises.com
Bowen Enterprises LLC is a boutique consulting firm that focuses on working with experienced financial advisors, who are affiliated with a wirehouse/captive firm who are considering Going Independent.  In addition Bowen Enterprises LLC provides consulting and recruiting services to growing independent firms.

Registered Investment Advisor

Capital Analysts Incorporated

Phone: (800) 685- 7515
Email: jim.barnash@capitalanalysts.com
Web: www.capitalanalysts.com
Capital Analysts is a strong industry innovator that provides wealth management advisors the tools and support they need to grow their business.

Personal Risk Management

Chartis - Private Client Group

Phone: (415) 836-7333
Email: dawn.quinlivan@chartisinsurance.com
Web: www.chartisinsurance.com/pcg/advisor
Chartis is a leading property - casualty and general insurance organization.  Our Private Client Group manages risk for successful individuals & families.

Secondary Market for Life Insurance: Life Settlements

Coventry

Phone: (877) 836-8300
Web: www.coventry.com
As the creator and leader of the life settlement market, Coventry has enabled consumers to receive more than four times cash value for their unwanted policies.

Annuity Software Subscription

Insurance Technologies

Phone: (719) 442-6400
Email: info@insurancetechnologies.com
Web: www.visiblechoice.com
Provider of illustration, product comparison and electronic fulfillment solutions to the financial services industry using advanced technology, dependable delivery and highly regarded customer service.

Software

Interactive Advisory Sofware, Inc.

Phone: (770) 951-2929
Email: iassales@iassoftware.com
Web: www.iassoftware.com
IAS is the leading provider of SaaS applications to the RIA marketplace and has an integrated web-based software application enabling financial advisors to fully automate their back office operations.

Personal Finance Education and Research 

NEFE 

Phone: (303) 741-6333
Web: http://www.nefe.com 
NEFE is a nonprofit foundation that inspires empowered financial decision making for individuals and families through every stage of life.

Compliance

PlanPlus Inc.

Phone: (705) 324-8001 / 1 (800) 364-1293
Email: info@planplus.com
Web: http://www.planplus.com
PlanPlus Inc. develops financial planning software tools and training for use by financial institutions and professional advisors around the world.

Practice Management 

Quantuvis

Phone: (909) 798-5328
Email: begreat@quantuvis.com
Web: www.quantuvis.com
Quantuvis Consulting Inc. is a national consulting firm that specializes in practice management consulting for successful financial advisors and institutions.

Long-term Care 

State Life/OneAmerica

Phone: (800) 275-5101
Email: caresolutions@oneamerica.com
Web: www.assetbasedltc.com
OneAmerica, through its State Life subsidiary, offers asset-based long-term care solutions using life insurance and fixed deferred annuities.