Clients of Wealth Enhancement Group® work with experienced, fiduciary-focused advisors who prioritize client goals & best interests, and provide transparent, personalized guidance.
Top Tier Financial Advisory Services
Through the Kingfisher Registered Investment Advisory Program, you enable borrowers to improve their financial position, extend your borrower relationship beyond the closing table, and create a passive stream of revenue.
Long-Term Revenue Streams
Ongoing income opportunity; the average account lasts 21 years.
Strategic Client Retention
Financial advisory services foster stronger, long-term relationships.
No Cost to Borrowers
Access to financial planning and expert guidance is complimentary.
Regulatory Compliance
Fully vetted to comply with SEC, RESPA, FINRA, and TILA regulations.
How it Works: Click here
People that work with a Financial Advisory Service report greater long term success.
Whether they are first-time buyers, aspiring real estate investors, or looking for savvy financial moves to build long-term wealth, personalized financial guidance can help your borrowers get there faster.
UNIQUE ADVANTAGES
By diversifying your income with advisory services, you create a more predictable and stable revenue stream—smoothing out the ups and downs of transactional business.
Offer clients the opportunity to connect with an RIA—no solicitation required.
Kingfisher facilitates the introduction and ensures a smooth, compliant experience.
Loan officers remain as a trusted resource without providing financial planning advice.
Wealth Enhancement Group® is a trusted, nationwide financial advisory firm dedicated to helping clients simplify their financial lives and achieve long-term success.
With a team-based approach, they offer comprehensive wealth management, including financial planning, investment management, tax strategies, and estate planning.
By referring borrowers to Wealth Enhancement Group®, you can be confident they will receive expert, holistic financial advice backed by decades of experience and a commitment to long-term financial well-being.
Confidence in Financial Preparedness: 75% of Americans working with an advisor believe they will be financially prepared for retirement, compared to just 45% of those without an advisor.
Clarity on Retirement Savings Needs: 62% of individuals with an advisor know how much they need to save for a comfortable retirement, whereas only 34% without an advisor have this understanding.
Increased Savings: Americans with a financial advisor have saved twice as much for retirement compared to those without one—$132,000 versus $62,000.
Earlier Retirement: Individuals consulting with financial advisors anticipate retiring two years earlier than those who do not seek professional advice.
Disclaimer
Kingfisher Admin Services, LLC (“Kingfisher”) does not provide investment advisory services or offer any securities, financial products, or related services. The use of this website and any services described herein, including but not limited to the submission of personal information for the purpose of facilitating introductions to Wealth Enhancement Group, LLC, is not intended to be, and should not be construed as, a solicitation for the sale of securities, investment products, or any other financial services.
Kingfisher does not engage in any activities that would require registration as an investment advisor, securities broker-dealer, or any other activity regulated by the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities authority. This website and its services are not intended to constitute an offer or inducement of any kind to engage in any investment activity, nor should it be interpreted as such under applicable federal securities laws, state “blue sky” laws, or any other legal or regulatory requirements enforced by federal or state securities or industry regulators.
Any personal information collected by Kingfisher and shared with Wealth Enhancement Group, LLC will be for the express purpose of facilitating an introduction to their investment advisory services. Wealth Enhancement Group, LLC is solely responsible for providing investment advisory services, and any interactions, discussions, or agreements related to investment advice will be directly between the client and Wealth Enhancement Group, LLC. Kingfisher is not a party to any such agreements or transactions.
