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Goldstein and Dun Associates/A-1 Asset Management is a Monroe, CT-based company in the Financial Services sector.
Bond Holding Corp is a Chicago, IL-based company in the Financial Services sector.
Bill Good Marketing is a Sandy, UT-based company in the Financial Services sector.
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.
MoneyScents is an interactive educational platform which allows students the ability to learn about the topics of finance, business, and economics. It is expected to be released around the summer of 2017.