Our Partners

TD Ameritrade provides minimal transaction costs
FDIC and SIPC insured, additional supplemental coverage provided by London insurers, plus TD Ameritrade asset protection guarantee.
Secure on-line account information
Access to GainsKeeper® for prompt tax accounting
Automatic cash balance sweep into money market funds or an FDIC insured deposit account
Free check writing

Accessible only through an approved financial advisor
Provides tax-advantaged no-load funds
Value and small-cap tilt strategies, along with strategic trading, based on Nobel-prize research by E. Fama and K. French
Outperform comparable no-load mutual funds by about 1% in most asset classes over the past 20 years.

Referrals for financial professionals through the cumulative experience of hundreds of independent advisors
Networking and educational resource knowledge base
XYPN’s “Find Your Fee-Only Advisor” search portal.

Requires double the ongoing continuing education (CE) coursework of CFP^®certificants (60 hours every 2 years, instead of 30 hours)
CFP^® certification
Fee-only, meaning advisors receive compensation solely from the client — no broker commissions, rebates, awards, finder’s fees, bonuses, “fee-offset” arrangements, 12b-1 fees, insurance rebates, wrap fee arrangements or other compensation from the sale of financial products.
Fiduciary — legally bound to put clients’ best interests first, at all times
Free of disciplinary and legal events, which can be certified by the Financial Industry Regulatory Authority (www.finra.org)

Network opportunities and resource groups with highly skilled financial advisors
Extensive CE courses in subjects such as tax strategies, retirement, estate, financial planning, ethics, financial planning, insurance, accounting, economics, strategic thinking, and technology