Independent advisory Target Interlock Financial as a boutique, independent CFP led advisory seeking comprehensive, conflict-free financial planning for clients who prioritize personalized strategies over product sales.

Growth potential With 2-10 employees and revenue in the 1M-10M range, there is room for scalable technology adoption, operations support, and compliant marketing services to sustain growth and broaden client acquisition.

Technology stack Leverage their use of cloud and web technologies (AWS, Cloudflare, Node.js, Express, Microsoft 365) to propose integrated client portals, secure data rooms, and digital onboarding to enhance efficiency and client experience.

Compliance focus Securities and advisory services are aligned with Kestra entities; emphasize solutions that streamline compliance, regulatory reporting, and risk management to support their custodial and advisory framework.

Market positioning Position as a high-touch, fiduciary planning alternative to large firms to attract clients seeking independent guidance; propose niche marketing and referral strategies to compete with major financial institutions.