RetireOne
RetireOne is an independent platform that serves as a fiduciary annuity and insurance marketplace for registered investment advisors (RIAs) and their clients. Founded in 2011, the company focuses on providing straightforward retirement solutions and exceptional service. RetireOne prioritizes the security of sensitive customer data and offers innovative, low-cost insurance options...
Retirable
Retirable is a fintech company focused on retirement planning and wealth management. It aims to provide accessible financial guidance and stability for retirees and pre-retirees. Founded by experienced professionals in the financial industry, Retirable addresses challenges such as the decline of traditional pensions and complex 401(k) management. The company is...
InvestorDNA
InvestorDNA is a financial advisory firm based in Calgary, specializing in retirement income planning for Canadians aged 50 and older. The company aims to simplify financial complexities, helping clients achieve clarity and readiness for retirement while ensuring a tax-efficient transition into their desired lifestyle. Their focus is on security, predictability,...
iJoin
iJoin is a financial technology company that specializes in retirement planning solutions. The company aims to democratize access to personalized financial guidance, providing tools and services that enhance retirement outcomes for plan participants. iJoin focuses on delivering personalized, data-driven retirement planning through advanced technology, ensuring that users of all financial...
Exchange Capital Management Inc
Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain...
EquiFi
EquiFi is dedicated to creating a path for all people to create and manage wealth through an important asset that we should have access to—a home. Financing of the home should not be limited to debt. By reducing debt through an infusion of equity, we can make homes available to...
Colorado Retirement Association
The Colorado Retirement Association, formerly known as Colorado County Officials and Employees Retirement Association, has provided retirement benefits to employees of Colorado local governments for more than 50 years. With a mission to provide "the best retirement plans, products and services at the lowest possible cost," CRA serves more than...
Clark Asset Management
We help people thinking about retirement replace their financial anxiety with a relaxed confidence about their future.
What sets us apart?
We have a deep specialty in retirement income planning
Bradley Clark is one of only 2% of advisors holding both the CFP and RICP designations
We charge a simple...
BOSS Retirement Solutions
B.O.S.S. Retirement Solutions assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We have 6 office locations in Utah, 2 in Washington and 1 in Idaho.
Tyson Thacker and Ryan Thacker are the co-founders of B.O.S.S. Retirement Solutions. They are hosts of Retirement Solutions...
Alliance for Lifetime Income
An alliance of like-minded organizations dedicated to the benefits and importance of income planning. With education and discussion, the Alliance will bring an understanding of annuities as a strong complement to investment portfolios around the country.