www.gradientfg.com/

Contact Name: Jeff Foley, Officer
Phone: (800) 407-4137
E-Mail: info@gradientfg.com

Gradient Financial Group, LLC offers a comprehensive suite of products and services. We are committed to your long-term success and to helping you remain ahead of the competition.

Gradient Financial Group Members:

Gradient Investments, LLC
Gradient Investments, LLC is an independent, privately-owned registered investment advisor. We are proud to affiliate with independent registered investment advisors in addition to hosting individuals as investment advisor representatives with our firm.

Gradient Tax, LLC
Gradient Tax, LLC helps you build a tax practice and integrate tax preparation services into your business. You can choose from three tax models that are right for your business.

www.riaregistrar.com

Contact Name: Sheri Mushel, President
Phone: (800) 441-1219
E-Mail: smushel@riainfo.com

RIA Registrar provides comprehensive registration, compliance and regulatory legal services for registered investment advisors (RIA). Our registration services are turn-key and specific to your desired business model and state/SEC filing. We don’t provide a simple template; we put all pieces of the puzzle together to complete your filing and provide all required documentation. Our relationship continues after your firm’s approval with our maintenance program for your firm’s principal, chief compliance officer and affiliated investment advisor representatives. Our firm assists your RIA firm to continue to operate in good standing in your respective state. In addition, our program offers ongoing compliance solutions for fiduciary training, marketing media, record keeping, and state/SEC statutes and regulations.

www.ashargroupllc.com

Contact Name: Jon Mendelsohn
Phone: (800) 384-8080

Ashar Group LLC is an independent, unbiased and comprehensive solution specialist in the Life Settlement market. We provide a non-binding valuation of life insurance policies for estate and business planning clients.

We can be your conduit to all areas of the secondary market, providing a transparent and fully disclosed process. We negotiate the best offer available in the market. Ashar Group is fully licensed and provides E&O professional liability coverage.

Contact us today! Don't settle for less...Get the most out of l.i.f.e.

www.insmark.com

Contact Name: Julie Nayeri
Phone: (925) 543-0514
Fax: (925) 543-0501

Whether the need is comprehensive wealth preservation, retirement planning or a combination, InsMark's "Wealthy and Wise" is the industry's preeminent planning software due to its comparative logic. By changing the focus from taxes and the cost of life insurance, "Wealthy and Wise" helps producers become more effective in the wealth transfer and retirement planning markets.

Cost for members of Fee Advisors Network:
$1,299 licensing fee (reflects a $200 discount), $49.95 monthly fee

Click here for more details at the InsMark Product Center

Click here to view PDF of "Wealthy and Wise" features.

www.cambridgeadvisors.com

Contact Name: Amy Fenton
ACA Marketing Assistant
Phone: (888) 834-6333 / Ext. 701

The Alliance of Cambridge Advisors is home to fee-only financial advisors profitably delivering holistic financial planning that is always in their client's best interest.  The Cambridge System™ of financial planning has been used successfully for over 30 years with thousands of clients from all income and net worth levels.  Whether financial planning is your second (or third) career or you are dissatisfied with the growth and direction of your current practice, ACA can provide you with the framework, tools, education, and community support to make a comfortable transition to the practice you've always wanted.

www.fi360.com

Contact Name: David E. Palascak
Phone: (412) 741-8162
E-Mail:dave@fi360.com

fi360 is the marketing brand for three related organizations focused on fiduciary responsibility; the Foundation for Fiduciary Studies which is developing the practices that define a prudent process for investment fiduciaries, the Center for Fiduciary Studies which provides training programs on fiduciary responsibility, and Fiduciary Analytics which provides web-based tools to help the investment professional effectively manage the investment process.

www.sunlife.com

Contact Name: G. Trenton Davis
Market Vice President - Sales
Work: (281) 759-5568
Cell: (832) 725-6102
Fax: (832) 202-0870
E-Mail: Trent.Davis@SunLife.com

Sun Life Financial's Private Client Group understands the unique, complex, and changing demands of the Ultra High Net Worth market. We are a dedicated multi-disciplinary team which leverages Sun Life Financial's time-proven experience and resources in both the large case life insurance and annuity markets.

* Inside Information *

Bob Veres provides cutting edge industry insight with his monthly newsletter and weekly e-messages.

www.bobveres.com

2,000 highly successful professionals subscribe to this service to keep abreast of new ideas, trends and innovations. This is a must if you want to stay ahead of the curve.

www.pfsins.com

Contact Name: Jamie Burns
Phone: (800) 832-8000
E-Mail: jmburns@pfsins.com

Pro Financial Services, Inc. has been underwriting disability insurance as it relates to professionals in all occupations for the past two decades. They offer specific own occupation disability coverage for almost every occupation that exists including surgeons, white-collar professionals, entertainers, and even astronauts. They underwrite billions in disability insurance risk on an annual basis and can offer individual disability benefit amounts up to and over $25,000,000 on a single person.

www.advreg.com

Contact Name: Patrick J. Burns, Jr.
Phone: (310) 275-7300

Advanced  Regulatory Compliance, Inc. is a leading compliance services firm dedicated to assisting investment advisors with their compliance needs.

www.cambridgealliance.com  

 Contact Name: Tony Bougere
Phone: (800) 691-1515
E-Mail: tbougere@cambridgealliance.com

Providing E & O Insurance to Registered Investment Advisors (RIAs) and Investment Advisory Representatives (IARs) who are advisors for someone else's RIA.