Sponsors

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For sponsorship opportunities, please contact jill@acplanners.org 

PLATINUM SPONSORS

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Asset Dedication
220 Montgomery St.

Suite 865
San Fransisco, CA 94104
866.535.0897
www.assetdedication.com

Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to help reduce your operational headaches. Our goal is to help advisors scale their business and free up more time for servicing clientsand living their own livesand less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.


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Bert Whitehead, J.D., M.B.A.
248.766.0034
www.bertwhitehead.com

Bert Whitehead is a pioneer in the fee-only financial planning industry. His behaviorally-based financial theories are the foundation of the ACP System. Bert is the founder of the Alliance of Comprehensive Planners, as well as his own practice started in 1972, Cambridge Connection, Inc. The bookstore lists popular marketing and client material developed by Bert, including Why Smart People Do Stupid Things With Money: Overcoming Financial Dysfunction, the ever popular Deduct It! Deduct It! Charitable Contribution Tracker, as well as several others. You’ll find Bert’s Bookstore online at www.bertwhitehead.com.


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LLiS
2907 W. Bay to Bay Blvd.
Suite 102
Tampa, FL 33629
877.254.4429
www.llis.com
LLiS provides fee-only financial planners and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance processfrom planning to ongoing service to policy reviewsfor term, long-term care, disability, annuities, hybrids, and low load fixed and variable life products from highly-rated companies. We find the right insurance solution based on a client’s needs and their financial planner’s recommendations. Since introducing ALLiS, a robust advisor and client relationship management system, LLiS continues to be a trusted resource and the advisor’s insurance advisor®.


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Longbridge Financial, LLC
400 N. Sam Houston Pkwy E. Suite 302
Houston, TX 77060
281.272.6299
www.longbridge-financial.com/advisors

Longbridge Financial, LLC is a leading national reverse mortgage lender and servicer committed to providing financial advisors with the education and support needed to responsibly utilize home equity in retirement planning. The financial solutions Longbridge offers can help clients by providing options to improve flexibility, tax efficiency, and cash flow—while preserving other portfolio assets. Longbridge is a resource for advisors and their clients across the country, working with reputable firms that share our commitment to the highest ethical, regulatory, and customer service standards.

For more information, please call us today at 855-246-1765 or contact advisors@longbridge-financial.com  to join our Advisor Network. We will help you take advantage of the many benefits this exclusive membership offers, including special discounts for your clients and educational opportunities for you.


TD Ameritrade

TD Ameritrade Institutional
5010 Wateridge Vista Drive 
San Diego, CA 92121  
910.256.4847
www.tdainstitutional.com

TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most—spend time serving their clients. Through meaningful innovation, steadfast advocacy, and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities. 

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation.

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Timelineapp Tech
Suite 1SC Southgate House
88 Town Square
Basildon
Essex SS14 1 BN

01268.502.454
www.timelineapp.co


Timeline is the next-gen retirement income software used by financial planners to illustrate, create and manage sustainable withdrawal strategy for their clients. It's used by advisers in the UK, the US and other developed countries across the world. Timeline's extensive empirical asset class and longevity data help financial advisers bring a client's retirement journey to life and answer their big retirement questions.

GOLD SPONSORS
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Care.com HomePay
Provided by Breedlove

1501 S. MoPac Expy #340 
Austin, TX 78746
888.273.3356  
www.homepaypartners.com

Care.com® HomePay is the simple solution to domestic employer payroll, tax, insurance, and labor law compliancehandling all the federal, state, and local employer obligations with guaranteed accuracy and award-winning client service. We partner with tax, financial, legal, and staffing professionalsenabling them to have visibility and control of the client relationship while we take accountability for compliance and support.

 

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Covisum
8240 W Dodge Rd., Ste 109
Omaha, NE 68411
877.844.7213
www.covisum.com

Your clients might not realize that each decision made about their retirement plan can impact other areas. Advisors and financial institutions rely on Covisum® software to help them grow. Guide your clients to make the best financial planning choices with the Covisum suite of financial planning software. With our proven process, advisors are able to streamline their practices, offer actionable insights, and utilize successful marketing tactics. Plus, with any subscription, you get an entire support team to help you answer subject matter and software questions. Visit www.covisum.com to learn more.

Income InSight®
Use Income InSight to understand the key variables of life expectancy, tax efficiency, and sequence of withdrawals. This comprehensive alternative to other programs will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process.

Tax Clarity®
Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.

Social Security Timing®
Your clients may think that taking Social Security as early as possible is the right choice. With Social Security Timing, you can help optimize their strategy and increase their retirement value by up to $100,000.

SmartRisk™
Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
SILVER SPONSORS
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Association of International Certified Professional Accountants
220 Leigh Farm Road
Durham, NC 27707
919.402.4500
www.aicpa.org/pfp

The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, retirement, estate, risk management and investment planning advice to individuals, families and business owners. 

The Personal Financial Specialist credential distinguishes holders as having demonstrated that they have the subject matter expertise and experience necessary to deliver the highest-quality services in personal financial planning, in addition to the CPA's traditional hallmarks of uncompromising objectivity and integrity and adherence to the AICPA's Code of Professional Conduct.


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BillFin by Redi2 Technologies
211 Congress St, 11th Floor
Boston MA02110
844-518-7873
www.redi2.com/billfin


Redi2 BillFin™
is the first cloud-based billing solution for Registered Investment Advisors. Redi2’s solutions process fees for more than 750 financial firms around the globe. Redi2’s product line provides automated fee billing for institutional asset managers, investment sponsors, independent broker-dealers, private wealth managers, RIAs, TAMPs, and other third-party service providers.

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Dimensional Fund Advisors

6300 Bee Cave Road, Building One
Austin, TX 78746
512.306.7400
www.dimensional.com


Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $576 billion for clients worldwide (as of March 31, 2019).

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Grendel
888.824.4477
www.grendelonline.com

Grendel Onlinethe leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more.


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MAGA Ltd.
2801 Lakeside Drive, 3rd Floor
Bannockburn, IL 60015
800.533.6242
www.magaltc.com

At MAGA Ltd., we work hard to make long term care planning easy.  We offer a range of thoughtful, cutting-edge LTC planning solutions, including stand-alone and asset-based/combo plans provided by leading LTCI carriers. We provide attentive customer service, which includes policy reviews and complete claim support. With our help, thousands of MAGA clients have collected tens of millions of dollars in LTCI benefits since 1975. We are committed to LTCI education and offer CFP®-Approved CE programs. MAGA is the nation’s most experienced LTC planning specialist and a long-time ACP sponsor. Licensed nationally.  Put our experts to work for you: call Brian I. Gordon, Peter R. Florek, or Murray A. Gordon at 800-533-6242 or email info@magaltc.com.


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Markel Investment Advisors
4600 Cox Road
Glen Allen, VA 23060
800.691.1515
www.markelinvestmentadvisors.com

Markel’s investment advisor professional liability insurance offers E&O insurance for RIAs and financial planners. Since 1988, it has established a strong reputation based on its industry expertise, stable premiums, and excellent claims management services. Markel offers policy customization, risk mitigation strategies, and optional cyber liability coverage.


Mortgage Twins

Mortgage Twins / Wintrust Mortgage

3500 American Blvd. W.,

Suite 450

Bloomington, MN 55431

952.224.2514 and 952.224.1877

www.wintrustmortgage.com


Your National Mortgage Resource lending in all 50 states. Mike & Carl have devoted their energy to providing Fee-Only planners and their clients with information and options to ensure individual and family mortgage needs are fulfilled. Mike & Carl understand the nature of planner-client relationships and how a mortgage can fit into comprehensive financial and life plans. Mike & Carl work as a team to manage the process from inquiry through approval and closing. Call or email with any questions or scenarios you would like to review.


UESP_Logo_Horz%20285C.jpg my529
980.352.0103
Fax: 888.529.9197
www.advisor.my529.org

my529 is a nonprofit 529 college savings program with more than $12 billion in assets under management. my529 is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about my529 and its financial advisor-friendly features, visit advisor.my529.org or call 888.529.1886.

NewNAPFALogoColor.jpg National Association of Personal Financial Advisors
8700 W. Bryn Mawr Avenue, Suite 700N
Chicago, IL 60631
847-483-5400
www.napfa.org/

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.  It's all a part of the mission of NAPFA. The association provides support and education for over 3700 practitioners all over the country.

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Law Office of Lori J. Neidel
910 E Broadway, Suite 210
Columbia, MO 65201
573.416.8077
www.neidellaw.com

Adviser Compliance Services
910 E Broadway, Suite 209
Columbia, MO 65201
573.416.8076
www.advisercompliancesvcs.com

The Law Office of Lori J. Neidel offers legal and compliance consulting services to registered investment advisers in the areas of regulatory matters and compliance. The firm serves individuals and firms seeking representation and counsel in registration filings, those needing advisory agreements and business succession planning documents, and those requiring representation in regulatory enforcement proceedings.

Lori is also head of Adviser Compliance Services, a compliance consulting firm independent of the law office, which offers outsourced chief compliance officer support to independent registered investment advisers.

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The Brandt Team at Northpointe Bank
6803 Lake Worth Road, Ste 315
Lake Worth, FL 33467
954.476.8223
www.BrandtHomeFinance.com

Dear ACP Members,

Thank you once again for allowing us to be a part of the ACP Annual Conference. Each year the conference gets bigger and better. The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers. As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish.

For more information call 954-476-8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.

ROL-Advisor-Logo.png ROL Advisor

262-241-8745
http://www.roladvisor.com/

Both Mitch Anthony and Steve Sanduski realized that in order to thrive in the future, financial advisors needed to shift from a Return on Investment focus to a RETURN ON LIFE focus. All the communication processes, from Discovery to Reviews, had to place the life of the client at the center of the conversation and provide immeasurable value that would not be questioned.

The company they founded, ROL Advisor, connects Mitch’s pioneering work in financial life planning with Steve’s work in advisor coaching and practice management, with the big goal to Transform the Way the World Plans™.

Steve and Mitch know that the best way to help people make smarter decisions with their lives and their money is with the help of a competent and caring financial advisor. They launched ROL Advisor to create tools, training, and community that equip financial advisors to deliver Life-Centered Planning.

Through Life-Centered Planning, your clients will engage in an ongoing process of discovery and follow-through that helps them identify, plan for, and live the best life possible with the money they have. Our tools and processes will help you leverage your most valuable asset as an advisoryour humannessto create clients for life and grow your business.

SSG_Logo_03_2013.jpg Shareholders Service Group
9845 Erma Road, Suite 312
San Diego, CA 92131
800.380.7370
www.ssginstitutional.com


SSG was created to provide high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for their customer service. We have developed a personal and flexible service model for advisors that custody their client assets with us. Our brokerage technology and custodial services are helping independent RIAs across the country to be more efficient.