Betcher Financial Group

Betcher Financial Group (BFG) is a leading independent financial firm that strives to uphold the highest standards of service to help ensure businesses succeed, families are protected and people enjoy a comfortable retirement. We specialize in wealth management, retirement planning and estate planning by offering a diverse range of options that are tailored to our client's needs. BFG Team Includes: Investment Advisor Representatives Estate Planning Specialists Estate Attorneys Business Planning Specialists Retirement Planning Specialists Personal and Liability Insurance Consultants Certified Public Accountants Insurance Advisors Group and Individual Health Licensed in: Michigan, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maryland, Missouri, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia & Washington. For disclosures please see our website. Third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Bluespring Wealth Partners

Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built. Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.

California Financial Partners, Inc.

California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit www.calfp.com. www.finra.org www.sipc.org

WallStreet*E Financial Services

WallStreet*E Financial Services is a unique broker dealer and Registered Investment Advisor, singularly positioned to service the brokerage, advisory, custodial, banking and insurance needs of investment professionals and their clients. Through the continuous evolution of its trading technology, rated "Site of the Week" by Barrons and The WallStreet Journal, and among "The Best of the Web" by Forbes and Smart Money, WallStreet*E technologically enables investment professionals, financial institutions and their clients with customizable technology, backoffice and operational support, custody, execution services, investment, risk and compliance management tools. Most significantly, WallStreet*E, uniquely supports the success of investment professionals and financial institutions by providing the right investment tools and solutions from cash management, retirement planning, wealth management to scalable technology platforms to support their operational and backoffice needs. All accounts held by our clearing firm Ridge Clearing & Outsourcing are protected through the Securities Investor Protection Corporation (SIPC) and customers are afforded the benefits under the Securities Investor Protection Act of 1970. SIPC provides protection up to a $500,000 limit, of which $100,000 may be for cash balances. In addition our clearing firm has arranged supplemental account protection through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer which provides "Excess SIPC" protection of Full Net Equity of Securities and Cash, with no limitation on aggregate firm or per customer coverage. The additional securities and cash protection is of the same type and nature as provided by SIPC, but at a higher limit. WallStreet*E Financial Services does not engage in proprietary trading or derivatives activity which would subject your independent practice to added risk.

Canossian Sisters