"The Industry's First & Foremost High-Performance Production Platform Designed to Address Countless Industry Issues for the Specific Benefit of Elite Financial Professionals"

"The Perfect Match for Quality Financial Advisors, Asset-Gatherers and Wealth-Managers"

USA Financial's common ownership affiliates represent the only organization in the industry that has cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor (BD & RIA to permit discretionary & non-discretionary control), an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), plus our legendary Plug-N-Run® Marketing & Technology Solutions... All under one-roof!

Watch Mike Walters, USA Financial® CEO, at the whiteboard discussing Wonderland for Advisors - (Running Time: 15:51)

Alternate full-length video available here. (Running time 35:24)

• USA Financial Securities® is an Independent BD & RIA that helps build your practice utilizing sophisticated and compliant proprietary turnkey marketing tools & technology implementation.
• USA Financial Distribution® is an Independent IMO / FMO that helps build your practice across all carriers and/or product-lines utilizing unmatched marketing, consulting, in-house technology, and advanced sales support.
• Portformulas® is an Independent RIA providing turnkey formulaic money management so that you can harvest assets without being held prisoner on your computer monitoring every uptick and downtick in the market.
• Plug-N-Run® represents our exclusive legendary collection of proven successful and compliant Plug-N-Run® Marketing & Technology Solutions.

Imagine having protected access available at your fingertips for such pioneering and revolutionary tools as...

• The Home of the Financial Wellness Initiative®
• Online Seminar Modular Presentation™ Builder
• Turnkey Fill-the-Room® Seminar System
• Consumer Audio Visitor® Library (podcast & CDs)
• Audio Brochure Personal Interview (podcast & CD)
• Consumer Video Visitor® (videocast & DVDs)
• Fascinating Financial Facts® Client Newsletter
• Asset-Cycle® Portfolio System Planning Software
• WEB Interactive™ Website Hosting & Development
• Search Engine Optimization (SEO) Online Positioning
• Chain-of-Secrets® Mastermind Coaching
• One-on-One Performance Consulting
• Practice Management Winner's Secrets® Audios
• Streamline Practice Management Technology Tools

USA Financial's FOCUSED SYNERGY:

The Wealth Management Secret:

Once informed, professionals intuitively respond with excitement as they inherently understand the wisdom and opportunity created within such a dynamic, free-flowing business platform.

USA Financial's "secret" emulates from the very soul of this corporate structure. Literally no other entity can lay claim to maintaining such an unbiased parallel relationship with Financial Advisors for the betterment of their overall practice.

It's uncanny how a Financial Advisor's most difficult hurdles and pressing issues are solved seamlessly at USA Financial...

• EIA or FIA suitability and/or SEC 151A? No problem.
• Seminar marketing? Online marketing? No problem.
• Introduction & referral marketing? No problem.
• Matching Marketing with Compliance? No problem.
• Managing AUM assets thru a Financial Crisis? No problem.
• Acquiring new clients during or after Crisis? No problem.
• Maintaining accounts during or after Crisis? No problem.
• Keeping up with technology? No problem.
• Crafting financial plans to weather a storm? No problem.
• Relieving pressure from your staff? No problem.
• 24/7 real-time online business tracking? No problem.
• Insulating yourself from client complaints? No problem.
• Rubbing elbows & learning from the best? No problem.
• Protecting your future in a complex business? No problem.

To learn more on how you too can share in the same secrets, understand the same wisdom, and experience the same opportunities created at USA Financial®, please contact us or visit our Legendary Trade Secrets Discovery Day webpage.

Don't just take our word for it, Watch This! - (Running Time: 2:57)