Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies across the United States. Our people and experience, coupled with sound financial services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more.

Toews Asset Management is an SEC-registered investment advisor established in 1994. Toews builds and manages portfolios that primarily seek to reduce the risk of loss in crisis environments, as well as attempt to participate in market gains. Toews offers expertise in both equity and fixed income markets, including options hedged strategies. Toews’ process isn’t based primarily on subjective or predictive methodology. Alongside in-depth research, Toews uses a price-reactive algorithm that provides a rules-based signal for investment exit and reentry points. Toews is evolving the practice of applied behavioral finance to design and implement plans of action for investors ahead of market disruptions and attempt to address market risks. With representatives in New York City and across the U.S., Toews manages more than $1 billion in risk management strategies across its mutual funds, ETFs, and separately managed accounts. For more information, visit: http://toewscorp.com/ See Important Disclosures: https://toewscorp.com/disclosures/

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Our sole purpose is to help you generate income during your “golden” years. At Woloshin Investment Management, we combine our 75 years of investment experience to provide one-on-one, personalized attention and consideration, not just “suitable” recommendations – that means a level of responsive and proactive communication that helps build strong, long-lived relationships. We have a fiduciary responsibility to make decisions that are in the interests of our clients. We have a personal drive to ensure that we accomplish that with excellent service and warm communication. Woloshin Investment Management specialties: Retirement Income Planning Social Security Optimization Pension Optimization Income Based Money Management Asset Protection Institutional Wealth Management IRA & 401(k) Rollovers Financial Services: To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products such as annuities to help you meet financial goals. We can work in concert with tax professionals or attorneys in your network or in our network to advise you on specific aspects of your financial strategy. We invite you to come into our office! It is important to feel you have control over your future. At Woloshin Investment Management, we offer our experience and knowledge to help you design your own strategy for financial independence. Contact us today to schedule a free introductory consultation!

Whether you want your retirement plans managed, help choosing insurance, or prefer to invest in a managed-asset plan, Main Street Investment Group has the expertise and tools. We’ll create a personalized plan for each client. We know you’ve worked hard for your money and our professional financial advisers will share their expertise in everything from retirement planning to education planning to divorce planning to make your financial life carefree.

Hanlon is an innovative, New Jersey based, asset management firm with more than 20+ years experience partnering with planning minded financial advisors in delivering personal & proven outcomes to clients nationally. We have dedicated our two decades of service to providing comprehensive wealth management solutions for retail clients and specific investment solutions for advisors and their clients, making us uniquely experienced and qualified to understand the needs of clients and advisors. Our world-class managed account and wealth management platform provides a single sign-on front, middle and back-office solution, and includes an extensive list of proprietary and third-party investment management solutions. Through our total solution workstation, advisors can access daily updated accounts from a select list of custodian, see intraday account activity, open accounts with an innuitive investment proposal tool and receive unlimited account aggregation. In addition, we provide a next-generation income planning process allowing you and your clients to create an interactive, personal written income plan with customized investment execution. Delivering and enabling successful client outcomes is our business and passion.