Educated & Experienced Teams (our average experience is over 20 years)
- 2 CFP® Professionals, 1 CPWA® Professional, 2 MBA's
- 100% of our advisors have an MBA or Bachelor degree in business, finance, or accounting.
- You will always have a CFP® Professional on your team.
- Our teams have experienced a variety of market and economic environments. We have seen it all, and can advise you with wisdom.
Large Firm Capability with a Personal, Fiduciary Approach
- With the support of our large partners, we offer the same robust capabilities of larger firms, but without the "sales" focus of the larger firms. A true fiduciary experience. Advice should be unique to you.
Charles Schwab & Co. - $2.46 Trillion in asssets under management and 9.3 million accounts.
TD Ameritrade - $667.4 Billion in client assets and 6.6 million accounts. Invests $100 million each year on improved technology
Morningstar Inc. - Provides data on approximately 500,000 investment offerings and global market data on 17 million other investments.
Technology helping you. As our client, you receive:
- Personal secure Financial Planning Website with mobile access
- Personal Financial Organizing tools, so families know where to find the important documents, etc.
- Robust Financial Planning tools with daily account updates and a secure document vault.
- Monthly Check-ins to quickly let your team know kow you feel about markets and your future
- Online Risk Assessment based on the 2002 Nobel prize winning Prospect Theory
- Asset Allocation tools proven to beat the traditional methods
- Investment Due diligence shown to correlate with future results
- Portfolio Reporting from Morningstar, including your own performance report portal
- Online account opening for Target Risk Investing
- Paperless signatures for most documents
- Internet meeting capabilities