We built our IOVA on trans­parency, sim­plic­ity and un­lim­ited tax de­fer­ral.

RIAS and fee-based advisors think we’re re­ally onto some­thing.

Financial Planning - - HIGH NET WORTH -

De­liv­er­ing RIAS and fee-based advisors client value isn’t an af­ter­thought. It’s Jeff­nat’s guid­ing thought. A de­lib­er­ate com­bi­na­tion of pur­pose, prod­uct and com­mit­ment to RIAS, fee-based advisors and the clients they serve. We work 100% trans­par­ently. Be­cause that’s how busi­ness should be done. No hid­den fees. No hid­den com­mis­sions. These prin­ci­ples have saved clients like yours over $174 mil­lion in un­nec­es­sary in­sur­ance fees since 20061. Sim­plic­ity has its ad­van­tages, too. Our flat-fee IOVA, Mon­u­ment Ad­vi­sor, is a re­mark­able so­lu­tion for all fee-based advisors. Easy to grasp. Easy to ex­plain. Easy to man­age. Then there’s the ac­cu­mu­lat­ing power of un­lim­ited tax de­fer­ral that an­chors our in­dus­try-chang­ing Mon­u­ment Ad­vi­sor IOVA. If you’ve been look­ing for a way to build your busi­ness into a pow­er­house, try join­ing one. More than 4,000 advisors are al­ready on board with the sim­ple bril­liance of Jeff­nat’s Mon­u­ment Ad­vi­sor.

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