Longs Peak Financial, LLC is a comprehensive financial services organization and career agency that recruits, trains and supports financial representatives in developing their own businesses.

The agency is special in the following specific ways:

• Longs Peak Financial's alignment with AUL and OneAmerica Securities, Inc. allows the agency to offer financial representatives both financial support and training. AUL has the capability of financing representatives while they start and develop their practices. Everyone is trained with this same fast track to success, thereby fostering a terrific work atmosphere.
• Longs Peak Financial offers financial representatives the benefits of running their own business, which creates a desirable freedom. This structure is valuable to representatives because they are given the autonomy to set their own schedule, while having an abundance of resources available to them through a larger established organization. Representatives enjoy independence, as well as the distinct advantage of participating in a full benefits package and being part of a supportive team culture.
• Utilization of the Lifetime Economic Acceleration Process ™ (LEAP) seeks to help protect the wealth of clients from being eroded by income taxes, inflation, market fluctuation, fees claims from creditors, and their costs. The main objective of LEAP™ is to help your clients build wealth without limitations of predetermined needs and goals. The process allows you the representative the opportunity to serve your clients in a way uncommon to traditional financial services. In today’s environment, people are looking for alternatives to the traditional methodologies they have been hearing. LEAP™ may be an answer for them through the PS & G model.

Protect Savings & Growth

• As a part of LEAP™ you are able to utilize a software tool known as WIM™ (Wealth-in-Motion) which could be described as an innovative system designed to help clients protect their wealth. This dynamic system allows you to look at their financial situation with a fresh perspective. It offers a clear organization of a client’s financial picture empowering them to make decisions based on their unique circumstances.
  
  For more information on LEAP™, WIM™, and the PS& G Model™ click on Strategy which will take you to our client website.
• Due to our leadership's long running success in this industry, we have an extensive understanding of the baby boomer market. We help this particular group of unique clients look at what's most important to them and figure out what it will cost to attain their goals. This form of planning is both practical and personal. We help these individuals ascertain what to do in upcoming years to ramp up and secure their retirements. Additionally, we have experience in providing life insurance and business insurance to protect the client's assets.

We invite you to join our professional team and explore a career opportunity with Longs Peak Financial. Contact us today!

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