Strategic Partnership Announced Between Intrua Financial and Ta-Check to Enhance Services

Enhanced Financial Solutions Through Strategic Partnership

On May 8, 2026, a significant collaboration was announced between Intrua Financial, part of the Larson Financial family of companies, and Ta-Check Financial alongside Ta-Check Tax Service. This strategic alliance marks an important milestone for both firms, aimed at enhancing their service offerings and providing clients with more comprehensive financial solutions.

Background on the Partnership

The deal was facilitated by Republic Capital Group, a New York-based investment bank known for offering strategic and financial advisory services to wealth management and asset management firms. As the exclusive advisor in this transaction, Republic Capital Group played a crucial role in guiding Ta-Check through the process, ensuring that the partnership aligned with its long-term objectives and client-first philosophy.

Intrua Financial is recognized for delivering integrated financial solutions, focusing on wealth management and asset advisory. Ta-Check, based in Ohio, has built a reputation for its specialized expertise and personalized approach to client service, managing approximately $576 million in assets. By joining forces with Intrua, Ta-Check will not only access a broader base of resources but will also benefit from an established ecosystem that collectively manages $8 billion in assets under advisement.

A Vision for Client-Centered Growth

The partnership allows Ta-Check to operate within Intrua’s financial platform, maintaining its brand identity while leveraging enhanced capabilities, advanced technology, and strategic support offered by Intrua. Sam Lawhon, President of Advisory Services and Chief Investment Officer at Intrua Financial, expressed the essence of this partnership: promoting a shared vision and values focused on client service.

Lawhon stated, “This partnership is about alignment of values, vision, and commitment to the people we serve.” He highlighted that Ta-Check's reputation is built on providing personalized service and deep expertise, and together they enhance their ability to deliver comprehensive solutions.

Ta-Check’s President, Dave Ptacek, shared his enthusiasm about the collaboration, saying, “We believe this partnership enhances our ability to serve clients and supports our continued strategic growth initiatives.” Ptacek emphasized the potential for broadening capabilities and strengthening service offerings as the two firms combine resources and goals.

In the financial services sector, where client trust and personalized management are paramount, such collaborations are becoming increasingly valued. This partnership demonstrates a commitment to enhancing service quality and broadening access to strategic guidance for clients across both platforms.

A Commitment to Client Continuity

A notable point in this strategic alliance is the emphasis on maintaining continuity for Ta-Check's clients. With the transaction, clients will continue working with their existing advisory teams, ensuring a seamless transition while benefiting from the integrated services of Intrua Financial. This continuity is crucial as it reassures clients that their ongoing financial management will remain stable and familiar during a time of change.

Support from Republic Capital Group

Republic Capital Group's role in this process exemplifies its commitment to facilitating successful transactions within the wealth management sector. It helped to identify Intrua as a suitable partner, considering cultural compatibility and service philosophy, thus ensuring a harmonious integration. Kyler Thomas from Republic played a pivotal role in streamlining the transaction process, aiding both firms towards a successful collaboration.

Future Opportunities and Growth

As part of this collaboration, both Intrua Financial and Ta-Check have expressed strong optimism about future opportunities. By combining their strengths, they aim to explore new avenues for growth and comprehensive client solutions. By working together, they foresee a future where they can better anticipate market trends, meet evolving client needs, and offer innovative solutions.

This strategic partnership between Intrua Financial and Ta-Check Financial is more than just a merger; it’s a testament to the evolving landscape of the financial services industry, fostering an environment where personalized service and innovative solutions can thrive. Clients and both firms can look forward to a future filled with enhanced capabilities and expanded resources, reinforcing their commitment to excellence in financial management.