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.

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USA Financial Trending Report

View the USA Financial Trending Report

Above is the most recent video discussion designed specifically for USA Financial Portformulas investors. Each quarter we have a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and 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. Additional patents pending.)

Download the USA Financial Trending Report (pdf)
Download the USA Financial Trend Tracker (pdf)