The Proactive Financials

Optima Financial, based in Denver, is a trusted provider of investment and business solutions for independent financial advisors nationwide. Partnered with LPL, they offer cutting-edge tools, technology, and resources to support advisors and their clients in achieving success. With a focus on empowering financial advisors, Optima Financial ensures that advisors have the necessary support and expertise to thrive in the competitive financial industry. Discover how Optima Financial and LPL can help you and your clients reach your financial goals. Generated from their website's infomation

Catalyst Retirement Advisors provides individuals, professionals, executives and business owners with fee-based retirement planning to help them successfully grow and harvest their wealth. We work in close collaboration with our clients to explore every aspect of their financial situations and prioritize across the full spectrum of retirement goals. As an independent firm, we design personalized retirement strategies that serve people, not products. Our job is to listen, solve problems and empower our clients to make sound financial decisions through every phase of retirement. We are passionate about the quality of our work and judge our effectiveness by the strength of our client relationships.

ICON Advisers Inc., based in Greenwood Village, CO, is an active value-based investment firm that specializes in systematic and quantifiable investment strategies. Founded by Dr. Craig Callahan in 1986, the firm utilizes a proprietary valuation model and an active rotation-based approach to deliver reliable investment solutions across a wide array of mutual funds and portfolios. The firm's product offerings include flexible bond funds, tactical allocation portfolios, and strategy-based investing portfolios, designed to cater to individual and institutional investors alike. ICON's analytical approach seeks to evaluate securities based on their intrinsic value, though investments are subject to inherent risks and do not guarantee specific performance outcomes. Generated from the website