Book Appointment Now

Affiliates

National Advisors Trust Company, FSB

National Advisors Trust is an independent, federally chartered trust company with services available in all 50 states. They have more than $9 billion in assets under administration. National Advisors Trust was chartered in 2001 and is regulated by the Office of the Comptroller of the Currency (OCC). National Advisors Trust is a federal savings bank; however, it does not accept deposits, make loans, or market its services directly to the public.

Retirement Investment Advisors, Inc.

Retirement Investment Advisors, Inc. is a fee-only financial planning and investment advisory firm managing more than $500 million in assets. As CERTIFIED PROFESSIONAL PLANNERS™, their advisors act as fiduciaries, required by law to put their clients’ best interest first. Since inception in 1990, Retirement Investment Advisors has been honored with numerous national and local awards. Visit them at www.theretirementpath.com