Services Our Advisors Offer
A good financial advisor is much more than telling about the latest "it" stock. A good financial advisor should be a one-stop shop for everything finance related. That includes investment management, debt management, insurance planning and tax mitigation strategies. Most importantly, a good advisor knows you and understands your goals.
Some Of The Services We Offer
One-On-One Advisor
You will always have an actual human advisor that works with you to achieve your financial goals. No 1-800 numbers, no A.I. chatbots but an actual human that knows you and what's important to you.
Asset Management Included
Not sure where to invest? Asset management is included in your membership fee. Depending on your goals we can manage your assets from simple diversified mutual funds portfolios all the way through custom made allocations including individual stocks and bonds.
Insurance, Simplified
Insurance should be a part of your overall financial plan. Life, Home and Auto doesn't have to be confusing or complicated. Our advisors will help you find the coverage you need without having to put your information in random websites only to get cold called for months after.
One App, All Your Accounts
Our web and phone app have the ability to link to all of your accounts, giving you a singular view of everything financial. Investment accounts, 401(k), savings, credit cards and loans all in one place. No more guessing where all your accounts are and where you stand.
Advice On Outside Accounts
Link your Robinhood, Fidelity, Vanguard or even your 401(k) plans and our advisors will help give you guidance on investment selections to fit your goals. If you like managing your own investments and are just looking for advice or guidance, no problem that's included in your membership.
Understanding Benefits
Every year your employer or HR department hands you a stack of benefits options. Most of the time you have no idea which benefits are best for you. Included in your membership, our advisors will help you understand all the options and which ones best suit your goals.
First Time Homebuyer Program
In today's real estate environment purchasing your first home can be a complicated process. Buying a home now should start with your advisor. We have teamed up with local mortgage brokers to help you navigate your first time home purchase. As an added benefit we also have real estate agents to help represent you during the process for a flat 1% fee, offering you considerable savings.
Bring Your Own Team
Have your own CPA or Attorney? Let's incorporate them into your overall financial plan. Our software gives them access to the parts of your plan you want them to have. Streamlining your year-end tax filings and estate planning.