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Family of Companies
Gradient Family of Companies

Gradient Financial Group encompasses a family of companies that serves the financial services professional. We have blended multiple financial platforms to be the first and most trusted source to position your practice for the future, creating tomorrow’s advisor, today. We provide a diverse portfolio of financial products and services – including insurance, investment advisory services, asset management, tax preparation, securities and mortgage banking.

The landscape of the industry is drastically evolving. Changing your practice to visibly dominate within your local community and target market has never been more important. You owe it to your business to align yourself with the industry’s best to ensure you not only survive but thrive.

Gradient is the solution to ensure you thrive!

Topeka, Kansas July 2010Learn more about Santa Cruz
Life Insurance University

As financial professionals, our clients need and deserve the best advice and solutions available. A sound financial and estate plan with up-to-date strategies is critical. With the turbulence in the financial markets and the repeal of the estate tax in 2010 coupled with the vagueness of how Congress will act on the repeal in 2011, a common reaction may be to simply do nothing. Rather, this is the most important time to act. Discover solutions to some of these prevalent issues at the Life Insurance University.

We sought out and partnered with a leading expert in premium finance, Phil Vogel, CLU, ChFC.



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