Organized & Focused
Beyond our professional experience spanning decades, you have access to our entire suite of state-of-the-art technology and software to help you stay connected to your aggregate wealth over time.
Customized Financial Planning
We utilize eMoney Advisor to build customized financial plans tailored to our clients’ unique situations. Furthermore, our clients rely on eMoney Advisor’s secure client portal to satisfy their budgeting, financial data aggregation and document storage needs.
Holistiplan
Holistiplan was created by two CFP professionals to facilitate tax planning for financial advisors. This piece of software can optically scan tax returns to evaluate phase-outs and optimize deductions for a particular tax year. It also has the ability to run scenarios in order to plan for upcoming investment and income decisions.
Social Security Analyzer
Social Security Solutions, Inc. has launched a new version of its #1-ranked Social Security software, SSanalyzer. Winning the top-ranked Social Security planning tool by financial advisors in the T3 technology survey three years and running, SSanalyzer offers the most robust analysis for Social Security claiming strategies with an intuitive workflow and clear client deliverables. SSanalyzer calculates and suggests the most optimal strategy for any household situation on all subscription levels, assuring all users receive the best possible solution for their client.
Portfolio Breakdown
Using the performance tools within Orion we offer you a 3D view of your money. We can show you what models you are invested in and what asset classes you own across your account.
Performance Overview
We show you where you are making money and where you are not. We can aggregate performance across all of your accounts down to the security level so that you can see how your money is ultimately working for you.
