• FEATURED SERVICES

    Wealth Management Website & Presentation

    Looking for an innovative experience in comprehensive financial planning? My web-based financial and wealth-planning system provides a daily update, 360 degree view of a client’s portfolio, as well as features and functions that enable more holistic financial planning and concierge-level servicing of a client’s needs. This powerful software enables me to present dynamic and compelling financial plans, proactively manage client relationships and aggressively manage their financial assets. The web-based financial planning system not only strengthens the advisor/client relationship, but also promotes the development of customized strategies.

  • RESOURCES

    1

    Planning Center

    Unlimited scenario planning and “what if” contingency analysis

    2

    Retirement Income Tool

    Cash flow analysis of income versus expenses

    3

    Asset Allocation

    Review accounts individually, by sub-category or aggregate all assets into one portfolio

    4

    Vault

    Store valuable documentation on an encrypted platform with the ability to view and print

    5

    Financial Connections

    Assets / Liabilities linked and updated daily. Manual inputs available for assets without online access

    6

    Awards Manager

    Keep track of your frequent flyer miles, hotel points and credit card points