The Freedom to build your
business your way.

Our open architectural platform allows for the financial professional to represent the client without any bias towards product providers. This puts the client at the center of our planning model.

We offer a number of affiliation relationships whether it be as an independent financial representative, broker, or as a partner within our organization.

Careers

 

Why Join Us

We have the flexibility to offer competitive compensation and rewards programs. Ultimately we give you the support and structure to build equity in your practice along with an exit strategy to reap the rewards of your success.

 

Open Product Platform

Open product platform with a comprehensive range of high quality protection, investment and advisory products from leading carriers.

 

Access to Top Tier Broker Dealer

Access to a top tier broker dealer, Signature Investors, Inc., providing a robust operational platform to facilitate your business.

 

Expertise in product & Case Design

Managing Partner and Managing Associates provide expertise in product and advanced case design.

 

 

Utilize our connections

The firm has relationships with external experts including third party administration for benefits plans, business valuation group, law firms and CPAs. Utililze our vast amount of connections and resources.

 

Estate & business planning

A sophisticated estate and business planning group provided by the John Hancock Advanced Markets Group consisting of experienced attorneys, accounts, actuaries, and case design specialists.

 

Join the Team

Work with an established company that can enhance your portfolio & gain clients.

 

We are strongly committed to diversity and equal opportunity.