Resources

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• American Funds - American Funds is one of the largest mutual fund companies in the United States. American Funds is one of the most used fund families of Plan B representatives. Always reap the prospectus before investing in any mutual fund.
• Aspire Financial - Aspire is a mutual fund platform that allows clients to customize portfolios based on personal needs. With over 3000 investment options this custom tailored platform might be appropriate for clients needing and wanting more personal control and selection of their portfolios.
• GWN Securities - GWN Securities, Inc. is a nationally-recognized, independent broker/dealer comprised of experienced registered financial professionals throughout the United States. GWN Securities, Inc. was founded to meet the needs of the independent professional and their respective clients. Our advisors are members of your community and our goal is to ensure that your needs come first. We ask you the important questions, listen to your responses, work with you to assess your needs and recommend the right course of action for your unique financial objectives. With this philosophy, we can help you identify your most pressing financial needs and then respond with a solution tailored to you.
• LSW - National Life Group (LSW) is an insurance company that specializes in annuity and equity indexed annuity contracts. These contracts might afford participants the opportunity to add interest to an investment without assuming the risks associated with the stock market.
• Security Benefit Group - SBG is a mutual fund and variable annuity platform used in several 457(b) accounts managed by Plan(b). Ask us about Foundations.