Simplicity

Sawtooth Solutions is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration.

Guardian Financial Group is a financial services provider that focuses on assisting bi-vocational ministers in achieving a secure and fulfilling retirement. The firm offers a range of services, including estate and tax planning, life insurance, income strategies, annuities, social security optimization, and comprehensive retirement planning. By delivering tailored strategies and guidance, Guardian Financial Group aims to enhance the financial well-being of its clients, ensuring they can pursue a better lifestyle in retirement.

Lenz Financial Group is a full-service brokerage agency for the financial services professional.

Advisors Financial provides prudent financial planning strategies to independent financial professionals, institutions, and their clients.

Fidelity Financial Group Inc. is a Houston-based financial institution that specializes in providing insurance brokerage services primarily focused on life insurance and fixed indexed annuities. Founded in 1988, the company serves as a wholesaler, offering a range of customized insurance products including long-term care and disability insurance. Fidelity Financial Group collaborates with insurance agents, producers, and marketing organizations, delivering affordable and tailored solutions to meet their clients' needs. As of April 2020, the company operates as a subsidiary of Simplicity Group Holdings, Inc.

PFG Marketing Group, Inc. is a national insurance marketing organization headquartered in Glendale, Arizona, that specializes in providing advisory services to independent insurance agents focused on selling life insurance and annuities. Established in 1995, the company offers a range of financial strategies utilizing various insurance products, including traditional offerings, fixed index annuities, and index universal life products. PFG Marketing Group aims to assist financial professionals in enhancing their business by understanding client needs and offering solutions for retirement income, income tax minimization, and wealth transfer strategies. As of October 31, 2019, PFG Marketing Group operates as a subsidiary of Simplicity Group Holdings, Inc.

America's First Financial Corporation is a wholesaling firm.

AssetLock is award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor. The software monitors account values and provides e-mail and text notifications to the account owner when new highs have been reached, and when the account value declines to the owner's pre-determined risk threshold. If the account value breaches the account holder's risk threshold, the software will notify the owner and his or her AssetLock-Equipped advisor to carry out the pre-determined action when the account was invested, or it will notify the owner to prompt a discussion with his or her plan provider about making possible adjustments to the retirement plan.