Strategic Partners

Ironstone Bank
www.ironstonebank.com

At IronStone Bank, our values are the basis of how we do business. By understanding and embracing these values, IronStone Bank is able to focus on the needs of our customers and build strong relationships that last a lifetime. The foundation of these values is integrity. To us, integrity means focusing on the needs of each individual customer, not on mergers and acquisitions. And it means providing sound financial advice based on the customers’ needs, not ours. Our common sense approach to doing business comes from our experience. We know that listening to our customers is the first step in helping them achieve their financial goals and that no two customers’ needs are the same. We also value consistency, because consistency builds trust. Doing business the same way every day means that our customers trust that the bank we are today is the bank we’ll be tomorrow – and that’s important in building long-term relationships. At IronStone Bank, these values are, and will always be, the foundation of our relationship with our customers. You can count on us to provide sound financial answers for your personal and business needs – today and tomorrow.

Medical Justice
Jeffrey Segal MD FACS, Founder & CEO
Raleigh, North Carolina
www.medicaljustice.com

Run by physicians for physicians, Medical Justice is a membership-based organization that offers proactive services designed to deter proponents of frivolous medical malpractice lawsuits, as well as a proven strategy for successful countersuit prosecution.

Medical Justice works as a supplement to conventional medical malpractice policies or as a stand-alone service. Its primary goal is to deter the filing of meritless suits.  Secondarily the company executes early-intervention tactics, which inform opposing counsel that the physician is equipped to fight back. When deterrence is not enough, Medical Justice members can access the unparalleled counterclaims expertise of the company’s legal “offense” team.  With Medical Justice coverage, proponents of frivolous lawsuits against health care providers can now be held accountable for their actions.

Pension Strategies offers:

• Customized retirement plan design, consulting and administration.
• Creative solutions and services for all types of qualified plans.
• Professional staff of the highest caliber bringing many years of quality ideas and service to the table. 
• Outstanding service and a culture that is committed to providing results.
• A proactive approach to planning by working closely with clients and advisors to meet changing objectives.
• Value to our clients by providing high levels of service for an excellent price.

Maurice D. Gordon EA MSPA has over 30 years of experience designing and implementing all types of qualified plans.  Mr. Gordon is an Enrolled Actuary and certifies our defined benefit client’s funding calculations.  He has developed his expertise designing custom pension plans for small employers with an emphasis on defined benefit and cross-tested plans.

Jack M. Lawless CPA has over 30 years of experience designing all types of qualified plans.  Mr. Lawless is a Certified Public Accountant and began his career in corporate taxation. After many years in a successful tax practice, he decided to specialize in the qualified plan area.  He has developed significant expertise in innovative tax planning designs for small to medium sized employers.

Pamela A. Johnson QPA CPC has 21 years of experience designing and administering all types of qualified plans.  Ms. Johnson is currently studying for the Enrolled Actuary designation with likely completion in 2007.  She has developed her expertise designing custom pension plans for small employers.

S. Jill Hastings JD has over 17 years of experience designing and implementing all types of qualified plans. Ms. Hastings began her career practicing law and has further developed her qualified plan expertise designing custom pension plans for small to medium sized employers.

SEI Investments
Oaks (Philadelphia), Pennsylvania
www.seic.com

For over 35 years, SEI has been a leading provider of wealth management business solutions for the financial services industry.

Al West, Chairman and Chief Executive Officer of SEI, founded the company in 1968 after finishing his graduate studies at the Wharton School of the University of Pennsylvania. He started a business which created computer-based simulations designed to train bank loan officers in credit lending practices. Al named the company Simulated Environments Inc.

1970’s
We developed an investment accounting system for bank trust departments in 1972, and became a leading provider of investment processing outsourcing services to banks and trust institutions.

1980’s
We entered the asset management business in 1982 and launched a series of money market mutual funds for our bank clients. Later in the decade, we expanded our services to bank clients by offering mutual fund accounting services, and operations outsourcing services.

1990’s
We introduced our “Manager of Managers” investment process, and offered these programs to investment advisors who manage wealth for their high-net-worth clients. SEI also offered these services to retirement plan sponsors and institutional investor in selected global markets, including the US, Canada, Europe and South Africa, and East Asia.

2000’s
We developed broader, more strategic solutions for our clients and markets, including:

• A complete life and wealth platform for operating an investment advisory business
• Total operational outsourcing solutions for investment managers
• A fully integrated pension management system for retirement plan sponsors
• a complete life and wealth solution for affluent families

ComplianceMAX Financial Corporation is a regulatory compliance company that provides consulting services and technology to firms in the financial services industry. Our mission is to provide the industry's most innovative compliance solutions while achieving and maintaining the highest levels of customer satisfaction.

ComplianceMAX Financial was built from the ground up with one thing in mind, "to maximize the utility of technology while providing superior compliance and regulatory expertise." The founders of ComplianceMAX Financial came together to bridge the gap between technology and regulatory consulting services, to provide the industry with powerful and relevant regulatory technology solutions.

ComplianceMAX Financial offers a full range of technology enabled products and services including audits, forms management, automated surveillance, licensing/registration services, and customized training. This unique combination of services directly addresses the dramatic changes taking place in the financial services industry today.

Lodmell & Lodmell Law Firm
Asset Protection Law Firm
Phoenix, Arizona
www.lodmell.com

With more than 30 years of legal experience, Lodmell & Lodmell, P.C. is one of the nation's premiere providers of integrated estate planning and net worth protection services. Clients include doctors, dentists, chiropractors and other high-risk professionals and businessmen.

Co-founded by attorneys Gary and Douglass Lodmell, the Phoenix-based law firm is an expert in all aspects of business and tax law, estate planning and asset protection.

Over the years, L&L's attorney-analysts have helped preserve and protect over $3 billion in assets for more than 3,000 clients nationwide.

Professional Resources

Legacy Global Foundation
Durfee & Phelps PLLC
Richard E. Durfee Jr. Esq.
Phoenix, Arizona
www.legacyglobal.org

The Actuarial Consulting Group
Actuaries & Pension Administrators
Joseph A. Wiggins Jr., President
www.acgworldwide.com

Insurance Network America
Gerald G. Hartman, President
Boise, Idaho
www.insurancenetwork.com

Southwest Financial Group
Section 79 Plans
Doug Dombey, President
Phoenix, Arizona

United Financial Group Ltd.
Herbert O. McDowell III
Chicago, Illinois
www.ufgonline.com

Additional Resources