Our PARTNERS
Investment Services
Armis Advisers is Multi-Family Office that consists of a team of financial experts, many of whom own a multitude of cross-industry licenses, designations, and certifications. Their mission is to help you achieve your goals. Armis Advisers is the Private Client and Multi-Family Office division of Bison Advisors, a Registered Investment Adviser. Securities and Insurance products may lose value and are not insured by the FDIC. Armis analyzes but does not provide legal or tax advice
Bison Advisors is a Registered Investment Adviser. Bison advisory representatives may also be Insurance Agents with licensed insurance agencies and receive compensation for products sold. We analyze but do not provide legal or tax advice. Securities and Insurance Products may lose value and are not insured by the FDIC. Their mission is to provide more predictable results through better planning.
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For more information, please visit their website by clicking the button below.
Since 2013, Liquid Strategies has been applying an investment overlay to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Their Overlay Shares are designed to reduce past inhibitors of overlay adoption to make this strategy available to a broader investment community.
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Liquid Strategies is focused on managing modern portfolios with embedded overlays. Overlay Shares were launched in 2019, with the goal of breaking down barriers of traditional overlay adoption to make our strategy easily accessible to all investors.
Tax and Accounting Services
Brookhaven Tax Professionals, LLC is a Georgia based Limited Liability Company that focuses on atypical tax strategies and analysis to serve a diverse range of diverse clients. From mitigation within pooled trusts to analysis of blockchain to legal settlement clients to annual filings, Brookhaven Tax Professionals run the gambit within the tax and accounting field.
For more information, please visit their website by clicking the button below.
FMO / IMO
Armis Strategies maintains a relationship with Financial Independence Group, who serves as an FMO / IMO (among other offerings) that places an emphasis on the people more than the product. The robust support system provides their agents with the best service possible. Their belief in a true partnership allows you to remain independent without feeling isolated. Their success can be measured by the achievements of each independent agent.
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FIG has represented some of the most comprehensive, competitive, and financially-stable insurance companies in the industry for over 40 years. FIG is currently working in all 50 states, with office locations in North Carolina and Arizona that allow for easy connections with agents in each regional market.
Plaintiff Based Settlement Services
Trinity Street Financial is a financial planning firm with strong ties in the settlement planning industry, focusing primarily on plaintiff clients and their attorneys. The combined 50+ years of experience attempts to guide clients following one of the darkest days of their life by shedding light on complicated financial topics. Trinity Street's goal is to reduce stress, anxiety, and ultimately avoidable discomfort for settlement clients and their attorneys while simultaneously providing a tailored, flexible plan to meet their ongoing needs and accomplish their personal goals.
