Services
Our guiding principle is to help our clients make investment decisions based on what they are trying to accomplish in life. In order to guide and complement our process, we offer a wide range of services.
By the end of our process, our clients will have developed a comprehensive life plan that integrates each of the financial pillars. We start by sitting together with our clients to set their vision and goals. We gather the information on their current financial status and what is most important to them.
For Our Advisory Clients
We take the next step and develop a tailored plan to help support that vision. This includes using two specific tools:
To learn about the eMoney plan, click here: Achieving your financial goals with eMoney®
When markets or your life circumstances change, we'll adjust your plan accordingly - with your permission, of course.
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
By the end of our process, our clients will have developed a comprehensive life plan that integrates each of the financial pillars. We start by sitting together with our clients to set their vision and goals. We gather the information on their current financial status and what is most important to them.
For Our Advisory Clients
We take the next step and develop a tailored plan to help support that vision. This includes using two specific tools:
- eMoney® Plan, which is an innovative profiling process that is intended to increase your confidence to help you better enjoy your life today and pursue realistic goals for tomorrow. The eMoney plan is designed to help you monitor progress toward your goals, adapt to changing conditions, and manage investment risk. This process begins with a simple discussion to identify realistic life goals, state them in measurable terms, set priorities among them, and tie them to your investment portfolio.
- With your help we can use the eMoney process to help you answer critical questions all investors may face: Am I compromising my goals too much with my investment choices? Am I taking too much risk or not enough? Am I compromising my life today for tomorrow? Do I need to reevaluate my goals or the time projected for achieving them? Based on your responses to these types of questions, investments and risk tolerance, the eMoney plan helps us set a realistic strategy.
To learn about the eMoney plan, click here: Achieving your financial goals with eMoney®
- Our Financial Strategy Action Plan, which addresses each of the areas of personal finance to help make sure you are fully protected.
- We offer a variety of account types, including the standard brokerage and the innovative Brokerage Cash Services Program. Learn about the Brokerage Cash Services Program here .
- We work with our clients' retirement accounts to help them achieve their goals. Learn more about our IRA accounts here.
- Our platform allows us to invest in a variety of investment products. To learn more about what we can invest in, please click here .
- Too frequently, our families and futures have not been adequately protected through insurance, so we work with our clients to help them identify the right choices in this complex field. To learn more about what we offer, please click here .
- Many small business owners have unique worries, concerns, and needs. We work with our small business owner clients to help them sort through what makes sense for them and their business. Click here to learn more.
When markets or your life circumstances change, we'll adjust your plan accordingly - with your permission, of course.
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.