The Law Office of Heidi Klippel

FuturePlan by Ascensus, formerly known as Means & Associates LLC, is a leading national TPA firm based in San Diego, CA. As a fully independent and neutral TPA, they provide innovative plan design, administration, and compliance services to plan sponsors and advisors across the country. With a strong network of experts and partnerships with over 30 recordkeepers, FuturePlan offers high touch, responsive service backed by the strength, security, and technology investment of Ascensus, a leading national firm. Committed to putting people first and upholding the values of quality and integrity, FuturePlan empowers advisors and plan sponsors to choose the recordkeeper and investment platform that best suits their needs. With their expertise and industry knowledge, they strive to deliver exceptional service and support to their clients, ensuring their retirement plans are well-managed and compliant. As a trusted partner in the retirement industry, FuturePlan is dedicated to helping clients achieve their retirement goals.Generated from the website

Gaines John A CLU, located in Laguna Niguel, is a trusted provider of investment and business solutions tailored for independent financial advisors nationwide. Partnered with LPL, they offer a comprehensive suite of tools, technology, and resources to support advisors and their clients in achieving success. Generated from their website's infomation