Feel Confident with a
Tailored Financial Journey
A good process, produces good results
— Nick Saban
Receive A More Personalized Plan with a
Step 1 - Selecting a financial services professional
Everyone starts here: You have a need and are trying to find a competent professional that you can trust. Choosing the right professional to help is one of the most important decisions you’ll make when it comes to your retirement. We believe everyone should expect more from their financial professionals and we take our fiduciary responsibility to you seriously. We bring a team with experience and knowledge to put together a plan that will always put your interests first.
Why Choose Third Tier
You deserve best-in-class service and to be
treated like a family member (that you like),
not just a client
While some may get a sense of comfort working with a major financial firm with brand recognition, you value your time and place importance on good old fashioned relationships. You prefer a direct line to your advisor over long hold times and a different customer service representative every time you call. You want to be known by your name, not looked up by your customer ID number. Most importantly, you want your advisor to know your financial goals and have a plan to help you reach them.
We agree with you. Which is why everything we do, from our investment selections and our planning approach to the best-in-class technology, is designed to get you closer to your goals and what you want to achieve… all while providing exceptional value. We only ask that you let us celebrate those milestones with you.
We invite you to experience the difference for yourself.