Welcome to

of Opportunity & Prosperity

We’re in the business of making better tomorrows for Financial Advisors, CPAs and the clients they serve.

Table Bay Anchors You to the Good Life

The “Good Life” in America means “Reaching For Your Dreams.” It means building a family and giving your children the things you never had. It’s about being prepared for all of life’s challenges, from retirement planning to building a legacy for our grandchildren. Table Bay works with Financial Advisors across America to provide solutions so that their clients are prepared to meet tomorrow’s challenges.

Lead Generation

We can help you stand out and find qualified prospects with our innovative marketing.

Unique Platforms

Our programs are proven, cost-effective, and generate unsurpassed leads and prospects.

World-class Training

With our training, you will learn how to help Americans reach their retirement dreams!

Cutting-edge Technology

We are ready to help you connect with clients and prospects virtually or in person using the best tools available. 

Amazing Products

We only offer best-in-class products.

We Want You

We love supporting Advisors and Accountants to reach new waves of opportunities.

Resource Room

We have all the tools to make you a success!

Join Us

Join Table Bay and see for yourself why we are the best FMO around!

Table Bay Eliminates the Volatile Sales Cycle

What if you had 2,400 selling opportunities a year?

What if we could give you a Distinct Advantage over the competition?

What if you had a Unique Selling Proposition that motivates people to act TODAY?

Upcoming Events

Tax-Free Retirement School

Virtual Meeting

June 17–18, 2021

Tax Free School will be all about 7702 Plans and FIULs.  Whether you are missing out on this opportunity, trying to do more, or just looking for little ways to improve your story, you won’t want to miss this great two-day event. We will cover the 7702 story, how increasing taxes will help you make more sales, how to run an illustration, the Stonewood system and much, much more. 

Elite Advisors Meeting

Key West, FL

Congratulations to Table Bay’s Top 10 Advisors of 2020, who are joining us in Key West, Florida for a long weekend of fun in the sun in June 2021!

Table Bay Open House

Details coming soon

Greenwood Village, CO

Aug. 16, 2021

CPA Summit

Details coming soon

Denver, CO

Aug. 17–18, 2021

Top Gun LIVE

Greenwood Village, CO

Aug. 19–20, 2021

2022 Advisors Summit

Details Coming Soon

Las Vegas, NV

December 1–2, 2021

2021 Elite Advisors Meeting

New Orleans, LA

March 2022

We are headed to New Orleans for our 2021 Elite Advisors Meeting!   Many advisors are in the running for this great event and with 7 months to go, have an opportunity to make the top 10.

Testimonials