Strategic Partners

By working in partnership with these companies, we are able to offer our clients a single point of contact for all their outsourcing needs. Our strategic partners are leaders in their field, providing a specialist service to enable us to offer a broader range of professional services to our clients.


Freedom For Advisors

Freedom Partners

Freedom Partner’s mission is to be the premier back-office partner for independent advisory firms in the Southern California market. They take a straight-forward and hands-on approach to supporting your business. They focus on the people, processes, and poetry of your business. They manage your back-office needs from A-Z. Whether you are already independent or considering independence, they can help. Their commitment is relevant to the areas that matter most to you and your business. Their goal is to help you:

To learn more about Freedom Partners visit their Home Page.



successce logo


Success Continuing Education (‘SuccessCE’) is a company that can help you and your business succeed through a multitude of high quality courses in insurance continuing education, CFP Continuing Education, Securities, CLU/ChFC Continuing Education, CIMA Continuing Education, CPA Continuing Education, and MCLE (legal) Continuing Education.

Their ownership (probably like you) have Securities, Insurance, and Real Estate Licenses and have been active in the Financial Services Industry since 1983.



Partners for Marketing

Partners for Marketing is a company that is committed to helping people and businesses in the financial industry effectively find new and prospective clients. Their client list includes brokerage firms, insurance companies, banking firms, broker dealers, individual brokers and agents, and many other types of people and companies involved in the financial industry.

Partners for marketing is a division of Partners for Prosperity LLC whose prime directive is to consult, design, and implement marketing campaigns for brokers, agents and all the companies supporting them.

Their sales, production and accounting depts. are located in NJ and their IT and database networks are located in Ca. Their Managing Partner Tony Panico has been in both the investment and marketing businesses since 1989. Developing consistent and effective ways to find and meet new prospects and turn them into clients has been his goal for over 20 years.

When you work with them your not just a client you’re a partner as well

To learn more about Partners for Marketing visit their Home Page or go to their Services Page to see how they can best support your needs.

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