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Our Mission Statement
To provide our representatives the freedom to run their business the way they choose, empowering them to do what's best for their clients.
     
Products
 
 
Alternatives
 
Variable Life & Insurance
 
Fixed Life Insurance
 
Money Managers
 
Mutual Funds
 
 
Money Managers

ePLANNING has selling agreements with the following companies:
 
 Asset Admin. Group US-AAG
 AssetMark
 Beacon Alternatives Strategies
 Bedrock Capital
 Bell Capital
 Best of America/Nationwide
 Brinker Capital
 Brinson Partner
 BTS Asset Management
 Centurion Capital Mgmt.
 Clark Lanzen & Skalla
 Commonwealth Capital Securities
 Curian Capital
 Dunn Warren Investment Advisors
 
 Flexible Plan
 FTJ Fund Choice
 GE Private Asset Mgmt. /Genworth
 Gould Asset Management
 Hanlon Investment Management
 ICI Investments
 ICON Advisers, Inc.
 IXIS Asset Management
 Kelmoore
 Keystone
 Lara, Shull, & May
 Lockwood Financial Group
 Loring Ward
 Manning & Napier
 
 Manulife Private Account
 Mellon Asset Management
 MFS
 Modern Portfolio Management
 Nationwide
 Ohio National
 Pacific National Group, Inc.
 Potomac
 Rochdale Investment Management
 RTE Asset Management 
 Schield
 Schwab Institutional Management
 Security Benefit Morningstar
 SEI
 Symmetry Partners

ePLANNING believes all of our product lists are to up to date but can not guarantee their accuracy as selling agreements can be added or voided at any time without notice. Please feel free to contact the Operations dept at 888-815-1000 to determine the status of any particular product that you may have interest in.
     
ePLANNING Securities, Inc.
ePLANNING Securities, Inc., Copyright © 2006 All Rights Reserved.
Securities offered through ePLANNING Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services offered through ePLANNING Advisors, Inc., a Registered Investment Advisor.