CTOs on the Move

Strategic Planning Inc

www.strategiclegacyadvisors.com

 
Strategic Planning Inc is a Lincoln, NE-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Jones Capital

Jones Capital is a private equity firm that invests in a diverse group of middle market businesses nationwide.

Atkinson Fiancial Services Inc

Atkinson Fiancial Services Inc is a Lees Summit, MO-based company in the Financial Services sector.

Flexible Plan

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.

Nonprofit Finance Fund

Nonprofit Finance Fund is a New York, NY-based company in the Financial Services sector.

Equify Financial,

Equify Financial is one of the reputed equipment financing companies. We are a financial partner that will be with you throughout the life of your business.