Your Goals.
Our Guidance.
Where independent financial advisors build lasting legacies—
for their clients and their business.
We create clear paths for clients to achieve their vision, while helping advisors and teams build strong, enduring practices that stand the test of time.
We Serve
Families
Protect your family with strategic insurance, education savings, and estate planning.
Individuals & Professionals
Plan for retirement, manage investments, and maximize your potential.
Business Owners
We work on your business allowing you to put 100% focus in your business.
Our Process
Discover
Find out what is most important to you, your family, or your business.
Analyze
We analyze your unique situation to create a custom roadmap with recommendations.
Implement
Put your plan into motion, we take the burden off your plate as you take action to secure your financial future.
Progress
We regularly review your plan’s progress to monitor accomplishments and challenges, and make necessary shifts as life happens.
Ways to Partner
Flexible braning options to fit your vision as an adivsor
Leverage the Touchstone Name
Step into a turnkey experience using our established brand. Focus on growing your business while benefiting from our reputation, credibility, and full platform support.
Build a Dual Identity
Build your identity alongside ours. Enjoy the recognition of both brands — a collaborative presence that highlights your personal touch and our trusted platform.
Become a Network Firm
Launch and lead under your own unique brand. You design the look, feel, and name — while we power everything behind the scenes with our robust infrastructure and compliance support.
Our Services
My Retirement
We help you plan now, to thrive for a lifetime.
My Family
Protect the ones you love through life and disability income insurance.
Education Funding
Understand the vehicles and strategies to fund higher education costs for your children and grandchildren.
Investments
We evaluate risk, asset allocation and location, and assess the impact of taxes, for proper portfolio construction.
Wealth Transfer
Estate planning is simply carrying out your wishes by design, not default.
Charitable Giving
Maximize your philanthropic impact with tax efficient gifting strategies.
My Business
Focus on your business, let us help with executive benefits, buy-sell strategies, and key-employee retention.
My Employees
We help you provide competitive benefits, retirement plan, and financial education.
Business Succession
Your business is your retirement. An exit strategy is as important as your business plan.
Special Needs Planning
When your family members have special needs, you face a unique set of challenges, our specialists can help.
