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Using RISA as a first step in the planning process As a holistic financial planner, Andrew Lippert is focused on growing his business with efficient tools that improve client outcomes. “Step one is creating awareness,” says Lippert. “Every client is...

Jamie Upson, President & CEO of Stonehearth Capital Management, discovered the benefits of using annuities to help mitigate risk and deliver secure income to his clients. PROFILE: Risk mitigation is the primary objective for Jamie Upson and his...

Correct Capital Wealth Management, and advisor Colin Day, are utilizing the Advent Insurance Marketplace integration to access new tools and scale their practice. PROFILE: As Correct Capital began their their transition to independence, they sought a...

Using RISA to validate existing plans Market volatility can be a wakeup call for financial advisors. When some of his clients became concerned over market fluctuations, Bob Witt knew it was time to re-evaluate their retirement plans and portfolios....

When BlueStem Wealth Partners decided to transition to a 100% fee-based model in early 2023, Managing Partner Scott Marquardt says it was not a decision they took lightly. They were certain the move to “true independence” would allow their team to...

As a fiduciary, fee-only firm specializing in retirement planning, Charleston-based Runey & Associates sets a high bar for the firm — deliver exceptional, personalized service that meets clients’ unique needs through proper planning. But the firm...

Landing Point Financial Group recognizes that each client’s unique personality and preferences must be considered when shaping their retirement income strategy. With their DPL partnership and use of the Retirement Income Style Awareness (RISA®) tool...

Credent Wealth Management is a fast-growing fee-only firm on a mission to give clients the “best options the industry has to offer” as a true independent. A key driver of the firm’s growth is their strategic use of technology. “Our goal is not to be...

Dan Rohlfing and the Lantz Financial Team uses DPL's MYGA Marketplace in their hybrid practice. PROFILE: Dan Rohlfing was searching for cost-effective ways to enhance his overall planning strategies in today’s fixed income market. Dan needed a...

Echo Huang, President & Founder of independent RIA Echo Wealth Management, partners with DPL to scale her business. PROFILE: At 20 years old, Echo Huang immigrated to the US with only $800 in her pocket. Starting her career as a tax specialist with...