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Our Partners


Triad Hybrid Solutions is a Registered Investment Advisor firm providing compliance management, operational support, and technology tools to advisors across the country. Headquartered in Norcross, Georgia, the RIA was born out of affiliate broker/dealer Triad Advisors, which was founded in 1998.


Fidelity Investments is a multinational financial services corporation based in Boston, Massachusetts. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, wealth management, securities execution and clearance, and life insurance.

Catering to financial advisors who want to take IRA planning for their clientsto the next level, Ed Slott’s Elite IRA Advisor Group℠ was created in 2005 as an exclusive membership group dedicated to leadership in the IRA industry.  Members receive continuous training through 2 live workshops per year, webcasts, email alerts and support from IRA Technical Experts. 

The organization continues to bring IRA education to the masses through national Public Television specials aimed at teaching consumers how to ask the right questions, find quality financial advisors and get the most out of their retirement savings. The Public Television specials, including the Ed Slott’s Retirement Road Map, have been viewed by millions of Americans and have raised millions of dollars in donations for Public Television.  

They do not sell or endorse any financial products. They are an educational company striving daily to help financial institutions, financial advisors and insurance companies become recognized leaders in the IRA marketplace and promote the importance of knowledge and expertise in this complicated area of retirement planning.


Established exclusively with high school students and their parents in mind, the American College Foundation (ACF) provides vital process-driven details and procedures to help ensure the student receives the best college education at the most competitive price.

Preparing effectively, selecting the perfect college or university, and securing the funding necessary to make their attendance possible are the primary educational concerns faced by today’s high school students and their families.

The process seems endless: career, major, degree options, colleges, scholarships, grants, funding, fellowships, tuition discounts, and federal loan programs.  Not to mention navigating the vital steps along the way; meeting all required college admission application and financial aid deadlines; and, most importantly, evaluating the awarded funding.

Tuition and related college expenses all continue to skyrocket; however, there is hope.  Actually a great deal of hope … with a good overall understanding of the process and a workable plan, you can be successful.

To round out their academic and social environment, colleges look for a wide-range of active participants who challenge themselves and demonstrate a very strong desire to succeed.

For students and their families, effective high school preparation and an overall understanding of the process are the keys to success.


FPA of Dallas/Fort Worth is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.ONEFPA.org