Everything Software related and Client portals.
Its important to know the process as a client. All software is encrypted and updated daily. We utilize Advice Pay for contracts and billing. In order to setup accounts at Charles Schwab we send applications via Docusign in order to make it easy and seamless. Of course you may keep your accounts at the custodian of your choosing. Data collection is a breeze with Pathfinder and we have several customized forms so you can complete them in a few clicks. Financial Planning software is done through Right Capital. We get into more complex software depending on the engagements.
Teaching at R.W.U. in Bristol, Rhode Island.
Honest Advice.
Simple and straightforward analysis. Transparent prices. Click the link to get in touch. We are excited to help. Use this link to establish a meeting or start and introduction.
Your Investments.
Your personal portal to your accounts. Get tax forms, check your investments, track your gains and losses, and so much more. We have a strong established connection with TD Ameritrade/Charles Schwab and we leverage that relationship to benefit you.
Financial Planning at your fingertips.
We partnered with Right Capital to bring you the most state of the art financial planning and mapping tools around. Wonder what would happen if you refinanced, this will tell you. Scared you might run out of retirement funds, use the projection tools to ease your stress. Use the vault to ensure your documents are encrypted and transmitted safely.