We provide comprehensive financial planning for individuals, families and corporations by combining our wealth management team's expertise and experience with the most innovative financial software. Our financial planning includes investment selection, cash flow analysis, estate tax risk, Social Security analysis and review of life and disability insurance.
MoneyGuide is the first collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.
myMoneyGuide® leverages the power of MoneyGuide to make quality financial planning scalable and efficient through a guided planning experience. Both were built to make financial planning accessible to "Everyone."
The SSAnalyzer software makes you a Social Security expert for your clients and positions you for more retirement planning business.
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors' assets with a fiduciary standard of care.