Empowering Advisors Since 1988

USA Financial has been helping advisors and clients to plan first, and invest second for over 25 years. Our commitment to USA Financial advisors is to help them grow their practices by providing innovative, turn-key financial marketing solutions and a comprehensive approach to financial planning and business management.

By plugging into our exclusive financial marketing and wholesale distribution platforms, our advisors have access to an annuity / insurance wholesaler and independent marketing organization (IMO) (USA Financial Insurance Services) , an independent broker dealer (BD) (USA Financial Securities), a proprietary formulaic investing money manager (RIA) (USA Financial Portformulas®), a technology and cross-platform marketing entity (USA Financial Plug-N-Run®), as well as a financial media firm (USA Financial Media) — all under one roof.

More →

USA Stories In 2 Minutes or Less...

In their own words...

USA Financial Trending Report Podcast

The USA Financial Trending Report podcast is a monthly update for Portformulas investors from investment professionals at USA Financial Portformulas including an educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the Trend Tracker giving special attention to current market indicators including RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing. (Services discussed herein may be covered by United States Patent No. 8,630,940.)

Be sure to subscribe via Apple Podcasts (formerly iTunes), Google Play, or your preferred podcast listening service.

Download the USA Financial Trend Tracker (pdf)
Download the Visual References

Recent Communications

More →