Our Strategic Partners
Over the years in our professional practice, we have developed special associations with service providers whose uncompromising qualities and ethics complement the integrated offering to our clients and CPAlliance members. We are pleased to introduce our strategic partners below:
Creekmore Insurance Group
Creekmore Insurance Group - operating from Orlando, FL is a respected high volume independent managing general insurance agency representing over 40 world class insurers. The Creekmore Group provides our firm with state of the art technology platforms and reporting, case assistance with an estate planning emphasis, and competitive quotes from national preferred carriers for all forms of life, long term care, and disability insurance.
David Ralston, JD, MBA, ERISA Attorney
David Ralston, a partner in the prestigious Dallas, TX firm Underwood, Perkins & Ralston P.C., brings over 20 years' experience practicing in employee benefits (ERISA), deferred compensation, and estate planning. David provides us with complete, expert analysis, review, and drafting of qualified emplyee benefit plans, with emphasis on benefits to owners and highly compensated employees of closely-held businesses through Comparability and Age-Weighted retirement plans.
Fidelity Investments - Institutional Brokerage Group
Provides us with state of the art technology platforms for our market trading, coupled with low cost institutional pricing not available to individual retail customers. Our firm benefits from individual NYSE & NASDAQ representation as well as dedicated stock, bond, & mutual fund desks for achieving competitive trade execution on behalf of our clients. Our founder, Chas P Smith, has participated as a member of Fidelity Investment's prestigious Advisory Council.
We have enjoyed an 18 year relationship with Fidelity Investments, and have found the company's attention to our clients' needs and special requests to be superior over other brokerage houses.
It is important to note that since our firm is an independent Registered Investment Advisory firm, we are not limited to Fidelity proprietary products. We have access to the entire universe of publicly traded stocks, bonds, ETF's, government securities, and other direct instruments for investing on behalf of our clients.
National Advisors Trust Company, FSB
Our firm is one of 120 independent financial advisory firms who founded the holding company that operates National Advisors Trust, created exclusively for our clients. With operations based in Overland Park, KS, NATC manages over $ 50 billion in total client assets. The trust company is available for those clients' accounts requiring institutional trustee services, IRAs holding non traditional assets, as well as for a full range of individual, business, retirement plan and fiduciary accounts. NATC provides our clients with confidence in knowing their assets are protected by a federally-chartered trust company.
John T. Vaughn Jr., Pension Plan Specialist
John T. Vaughn Jr, President of the firm JTV&A, with offices across TX and LA, specializes in design, administration, and accounting for over 1,000 plans for private and public corporations. John has established a prominent reputation as an innovative plan designer and administrator. JTV&A's strength is in reviewing our business clients' current plan and analyzing not only for technical compliance, but to maximize the advantages of the ever increasing tax laws applicable to qualified retirement plans using pooled accounts.
Kushner & Company, Inc.
Gary B. Kushner SPHR, CBP, is President and CEO of Kushner & Company, an employee benefits consulting and administration firm with offices in MI and Washington, D.C. Kushner is an internationally recognized expert in the field of employee benefits. Kushner has advised three U.S. presidents on health care and has testified before the U.S. Senate Finance Committee, the U.S. House Ways and Means Committee, and the U.S. Hosue Small Business Committee on employee benefit issues. He is a frequent resource to the media, and contributes to the Wall Street Journal, the New York
Times, AP, Knight-Ridder, the Kiplinger Washington Newsletter, CNN News, Fortune, MSNBC, and Good Morning America. We partner with Kushner & Company to provide our clients with Daily Valuation plans on separately managed accounts.