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Healthcare Associates Credit Union is a Naperville, IL-based company in the Financial Services sector.
Rathnam Hayat Mac Guire is a Hingham, MA-based company in the Financial Services sector.
Preston Hollow Capital ("PHC") is a Dallas-based merchant bank focused on municipal specialty finance, commercial finance and asset management. Preston Hollow Capital was formed in 2014 by a senior team from ORIX USA comprised of executive management, sourcing, credit and business operations professionals. With approximately $363 million of equity capital and a team that has succeeded across cycles in multiple commercial credit verticals, PHC differentiates itself with its ability to deliver capital with speed, certainty and flexibility.
Clients of financial advisors put off creating an estate plan for a lot of reasons, but almost all of them find the idea overwhelming and intimidating. And even worse, many advisors feel that way too. We support you, the trusted financial advisor, by delivering an estate planning experience that makes it easy and fast for you to create comprehensive estate plans for each client you serve. And it`s all done under your brand; we`ll never compete for your client`s attention. Partnering with EncorEstate Plans puts industry-leading technology, backed by real humans who review every plan created, to give you full confidence before you present. Equip yourself with the highest quality estate planning experience available to advisors today, and keep yourself involved at the center of every financial conversation.
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