quotient wealth partners

As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and results our clients are looking for. Call on us today to begin the journey towards the results that will define your financial tomorrows.

true path financial and insurance services

True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 20 Executive Park, Suite 190 Irvine, CA 92614 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P

Freeman Heyne Toma

Freeman Heyne Toma provides an independently managed source of high quality financial advice and services in which long-term, high-trust relationships are valued over all else. Freeman Heyne Toma was established under the firm belief that clients deserve and expect a highly personalized experience. Our firm is built around a heavily credentialed team of financial advisors with the experience to deliver a wide-range of customized financial management solutions, including financial planning, investment management, cash flow management, insurance planning and estate planning. As independently managed financial advisors, we answer only to our clients; so we can focus all of our time and attention on gaining a deep understanding of their personal needs and aspirations through individualized planning. We hold our advisory team to the highest educational standards, allowing our clients to feel empowered to make smarter financial decisions with both clarity and confidence. At Freeman Heyne Toma, we set out to help our clients and their families realize their ambitions for a good life, both today and in the future. Our success in accomplishing this rests on three main pillars: TRUST It is vital that our clients are comfortable with our advice and know that they can rely on us to help them navigate the constantly changing financial landscape of the market and our economy. COMMITMENT We are continually working to better ourselves, both through industry related education and professional development, enabling us to find better and more impactful solutions for our clients. CARING The relationships we build with our clients are the reason we have been so successful over the years. We strive to know our clients well, as if they were family, which ensures we always act in their best interests. Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Freeman Heyne Toma LLC and Cetera Advisors LLC are non affiliated companies.

Baker Wealth Management

Baker Wealth Management is a group of independent advisors working towards making your dreams a reality. We believe that each client is unique bringing with them their own unique set of financial situations. Because of this, the ‘one size fits all’ portfolio style approach is avoided. Instead, we respect and value the client’s individuality and customize their portfolio that reflects their needs. Integrity, professionalism and communication are the pillars of our organization. Baker Wealth Management is an independent financial firm. Any advice is given with no allegiance to any particular financial product or fund family. Our sole commitment is to our clients to whom we strive to earn and maintain their trust and respect. Capacity Disclosure Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Baker Wealth Management and Cambridge are not affiliated. State Disclosure This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, KY, LA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced. This communication is strictly intended for individuals residing in the state(s) of NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Barth Financial Advisors, LLC

At Barth Financial Advisors, LLC we are known for our unique approach to helping successful business owners, executives and professionals build, manage and protect their personal and business assets. Our 360° planning capabilities allow clients to increase the speed at which they address their most important financial, tax and legal priorities. Located in Orange, California, we provide services to individuals and businesses throughout the United States. Our highly credentialed and specialized team is able to assist in a number of areas such as: - Financial and Retirement Planning - Estate Planning, Asset Protection and Business Planning - Investment Review and Management - Protection Planning - Tax Planning - Succession, Exit and Transition Planning - Executive and Key Man Benefits