Endurance Financial LLC

The firm works primarily with families, professionals, and business owners who are planning for or transitioning into retirement, offering financial planning, financial consulting, investment management, private placement administration, insurance product sales, and business consulting. Like many supported firms, it serves both individual and high‑net‑worth clients and provides portfolio management billed as a percentage of assets.

The firm’s client process begins with an initial call followed by deeper fact‑finding meetings and document review to produce a tailored financial plan and ongoing reviews at least annually; investment management is offered on a discretionary basis. For portfolio construction it uses Riskalyze to quantify client risk tolerance and implements actively managed third‑party model portfolios selected on the GeoWealth platform, preferring “all‑weather, go‑anywhere” managers while custodial execution is handled through Schwab.

Noteworthy departures from typical peers include that firm personnel are licensed insurance producers and may recommend and sell fixed annuities and other insurance products as implementation options; those sales generate commissions and incentive awards that the brochure discloses as potential conflicts of interest with its advisory services. The firm also administers private placement investments for accredited investors and provides small‑ and lower‑middle‑market business consulting—integrating private placement valuations into client statements and planning—services that are less common among similarly sized advisory practices.