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
Help protect your family with strategic insurance, education savings, and estate planning.
Individuals & Professionals
Plan for retirement, manage investments, and align your finances with your long-term goals.
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.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Ways to Partner
Flexible branding options to fit your vision as an advisor
Leverage the Touchstone Brand
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 for the years ahead.
My Family
Help 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 tax considerations to build portfolios aligned with your goals.
Wealth Transfer
Estate planning strategies can help you establish a plan for carrying out your wishes rather than leaving important decisions to default provisions.
Charitable Giving
Support your philanthropic goals through tax-efficient giving strategies.
My Business
Focus on your business while we help with executive benefits, buy-sell planning, and strategies designed to support key-employee retention.
My Employees
We help you evaluate employee benefits and retirement plan options and provide financial education.
Business Succession
For many business owners, the value of the business may play an important role in retirement planning. An exit strategy can be an important part of the broader business plan.
Special Needs Planning
When your family members have special needs, you face a unique set of challenges. Our specialists can help.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
