TransUnion

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.

Wacker Wealth Partners

In 1988, our founder, Bob Wacker, CFP®, hung out his shingle in San Luis Obispo to provide fee-only financial planning and investment management services. As a commission-free firm, we were providing a unique form of financial services back then and one that is still too rare today. We take a “clients first” approach to wealth management at Wacker Wealth Partners. Our mission is to partner with clients to chart the course to their best life. Here, clients receive coordinated financial planning from a team of CERTIFIED FINANCIAL PLANNER™ professionals and the support of specialized team members focused on taking care of them. We work with individuals, couples, and families throughout the Central Coast of California and nationwide who: • Want to feel confident that they have saved enough to retire on • Seek the balance between enjoying today and saving for tomorrow • Face a transition and need to know that their finances are OK We meet in person or virtually, depending on the client’s needs. With each client, we build a comprehensive financial plan to help them achieve their vision for life. Services include: • Goal setting • Retirement planning • Investment management • Insurance review • Employee benefits and compensation • Tax planning • Estate planning • Education planning • Cash flow planning • Debt management • Philanthropic planning • Multi-generational wealth transfer Our in-house investment committee makes decisions as a committee, which requires a threshold of conviction before we act. We take an evidence-based, cost-conscious approach to asset allocation. Our portfolios are globally diversified, tailored to each client’s risk tolerance, and designed to help them achieve their goals.

Freedom Equity Group

FEG is leading the Living Benefits Crusade! Since 2002, Freedom Equity Group has been delivering unparalleled financial services, life insurance and annuities nationwide. Our focus at FEG is Indexed UL’s and Indexed Annuities. We protect and grow our client’s cash values by helping them eliminate the risks that are common to the stock market. FEG believes in life insurance products that are guaranteed not to lapse! FEG has partnered with the best insurance companies in the world, including Fidelity & Guaranty, American National, Life of the Southwest, AIG, Phoenix, American Equity and National Western Life, so that we can offer our clients an opportunity to receive a guaranteed lifetime income without annuitization!