Broker Check

Strategic Allies

VICUS CAPITAL, INC.

  • Comprehensive Asset Allocation Models
  • Tax-Sensitive Portfolios
  • Private Money Managers
  • Fee for Service Financial Planning
  • Asset Management
  • Open Architecture Advisory Platforms (EAS)
  • Separately Managed Accounts (SMA)

PFG WEALTH MANAGEMENT, LLC

(For High Net Worth clients)

  • Cash Flow Management
  • Bill Pay Services
  • Client Concierge Services
  • Family Office Support

THE METLIFE ENTERPRISE 

  • Life Insurance
  • Annuities
  • Disability Insurance

ASH BROKERAGE CORPORATION

  • Fixed Annuities
  • Life Insurance
  • Long Term Care Disability Income

AXA EQUITABLE LIFE INSURANCE COMPANY

  • Life Insurance

OHIO NATIONAL LIFE INSURANCE COMPANY

  • Life Insurance
  • Annuities
  • Disability Insurance