Strategic Partnerships

Client Centered Partnerships

Our business is built on a foundation of thoughtful client relationships.  We take the same approach when selecting our partners.  The following partnerships may help you with other financial related services that we aren't able to provide directly.

Property & Casualty Insurance Offered by IPCG

Independent Property & Casualty Group (IPCG) is a member of the FIG family of companies. This partnership helps complete our firm’s overall insurance and financial services offering by providing additional benefits through property and casualty. By assisting with your needs and coverage you can make sure you and your family are protected in the event of a devastating claim or liability issue. IPCG’s eanables EBS Wealth with the tools that allow us to be a one-stop-shop for all your insurance and financial needs!

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Estate Planning with Wills and Trusts offered by EstateGuru

Estate Guru is the latest addition to our list of partners. In addition to corporate, successor, and administrative trust services provided through our broker dealer, we are now able to assist our clients with cost effective front-end planning services that include Wills, POA, and other planning and drafting functions.  Estate Guru provides smart, attorney-guided software built for advisors and institutions.  When the adviser and grantor(s) go through the process, documents are sent to the household within 7-10 days. 

Essential needs such as wills, pour-over wills, basic trusts, power-of-attorney all based on an algorithm series of Q&A the adviser and client will walk through electronically.  If the planning needs are heightened such as child with disabilities a human estate planner is introduced.  Should the planning needs elevate to advanced levels Estate Guru has an onsite team of advanced estate and tax planning attorneys.  The name of the advanced team is The Ewing Group. 

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Forward & Reverse Mortgages offered by Movement Mortgage

Movement was created to be different. Founded in 2008, amidst one of the biggest financial meltdowns in American history, Movement set forth on a mission to create a Movement of Change in our industry, in corporate cultures and in communities.  First, thjey pioneered a unique approach to home loans centered around helping homebuyers, quickly and easily. Then, they created a model so that their profit creates a long-term positive impact in communities both close to home and around the globe.  For borrowers, Movement commits to building relationships based on communication. They understand home loans can be confusing and stressful – But they don’t have to be. And they work to make sure they aren’t.

It all comes back to their mission, to love and value people in everything they do.