Our Partners

LPL Financial

LPL was founded with a revolutionary vision: Help financial professionals build competitive businesses while they served their clients’ best interests. And more than 30 years later, that remains true of LPL today. Building on that foundation, LPL offers comprehensive support for financial professionals across the spectrum of our industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL.

Highpoint Planning Partners

HighPoint Advisor Group is the home for financial advisors seeking not only independence, but a true entrepreneurial environment in which to actively grow to the HighPoint of their careers, all built out on the LPL Financial Hybrid RIA platform. The Hybrid RIA platform provides not only a Broker/Dealer relationship with an established B/D in LPL Financial, but access to fee-based advisory and wrap programs through HighPoint Advisor Group as the Registered Investment Adviser.

Plan Design Partners

Plan Design Partners is a full-service Third Party Administration (TPA) firm specializing in qualified retirement plan administration and consulting for small to mid-size employers. With decades of combined experience, our partners are dedicated to helping employers meet their retirement plan objectives and assisting plan participants with their goals of retirement readiness.

Our experience, resources, and technology combine to provide our clients with confidence in our processes and procedures.  Our administration and consulting services focus on bringing improvement to every aspect of a company’s retirement plan while staying in compliance with federal laws and regulations.