Tools

eMoney – We provide our clients with free access to eMoney, a robust planning and wealth management suite with portfolio, budget, projection, and other capabilities.TD Ameritrade – Our clients have 24/7 access to their accounts and all the services of TD Ameritrade, including loan facilities, checking privileges, and linkage to outside accounts.Custom spreadsheets – We enjoy educating our clients and serving in any way we can. Sometimes information is best related in a dynamic manner through which clients can change assumptions and see the results. Free of charge we gladly build custom spreadsheets to meet the needs of the moment.Have questions? Contact us to get answers.