Create a Financial Strategy
Money Guide Pro: a customizable retirement income analysis (a $1,500 added value). This serves as your road map to guiding you into retirement and beyond. This is one proven tool to help guide you in Creating Strategies for Your Retirement Goals by taking inflation into account and defining what your needs, wants, and wishes look like in retirement and obtaining the lifestyle you dream about. You will also receive monthly email “Check in” to determine how you feel about the markets and your financial future.
Get Finances Organized
Riskalyze: My dad taught industrial arts and woodworking when I was growing up thus his common theme was “measure twice and cut once.” You can and should measure the risk of your investments through this tool to ensure that your investments align with your objectives to minimize any surprises.
Integrate Tax, Estate, And Insurance Planning
Albridge: Household consolidated account reports reflecting returns since inception, year to date returns, diversification, graph reports, and more! These can be emailed quarterly and are mailed annually with our strategic planning letter.