Client Portals
Insurance is simply a tool to assist with risk management. Paying a premium to an insurance company allows one to spread risk to a large pool and gives one time to build a portfolio that can meet one’s financial requirements.
With decades of experience researching, analyzing and evaluating insurance contracts, our firm has tremendous expertise in assessing risk and implementing solutions that are both effective and cost efficient for our clients.
We do not believe that any one company can be all things to all people. For this reason, we have established ourselves as an independent firm. Because we are not affiliated with any company as a ‘career’ agent we do not have ‘production requirements’ and are free to seek the best solutions for each client.
Charles Schwab
Charles Schwab, our trusted custodian-partner.
Clicking anywhere on this box will take you to your Schwab account log-in screen.
Performance Reporting
We have partnered with Blueleaf to provide account aggregation and portfolio performance reporting. Blueleaf is particularly known for its mobile device interfaces.
Clicking anywhere on this box will take you to the Blueleaf log-in screen.
Orion Planning
Orion is a leading provider of Advisor Technology Services. Orion Planning is an advanced financial planning software application that combines goal-based financial planning with cash-flow analyses and projections. We use the system as a general financial planning tool.
Clicking anywhere on this description will take you to the log-in screen for Orion Planning where you can enter your personal information, review your reports and change assumptions to see how those changes will impact your goals.
Disclosures
Click anywhere on this box to access our:
- Firm Brochure
- Client Relationship Summary
- Client Privacy Policy