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WealthSouth, with assets under management of $1.4 billion, is the wealth management arm of Farmers National Bank, in Danville. WealthSouth provides families and businesses with Investment Management, Trusts, Estates, Retirement, 401(k)s and ESOPs to meet the needs of a constantly changing market environment. WealthSouth has offices in Bowling Green, Danville and Lexington.
TruClarity Wealth Advisors allows advisors to build their own brand and business, and assists them in the journey towards autonomy and unlocking their full potential as an independent advisor.
InTouch Credit Union is a Plano, TX-based company in the Financial Services sector.
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.
Kleiner Perkins, formerly Kleiner Perkins Caufield & Byers, is an American venture capital firm which specializes in investing in incubation, early stage and growth companies.