INVESTMENT PLATFORM
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Services

  1. Provide Investment Advice
    Our advisors are available whenever you need them, by phone, web conference, chat or email.
  2. Optimize Returns
    This is done through our smart and simple portfolio management strategy. Combining the best technology and the best low cost passive investment names.
  3. Spot hidden fees
    Cutting out commissions, transactional and annual fees, and offering you one, all-in management fee at a fraction of the cost compared to traditional financial services.
  4. 401k Fund Allocation
    Simply send us a list of the available fund options within your company's 401k, 403b or TSP and we can help discuss the options and how they fit into your longterm planning.
  5. Insurance Coverage
    Do you have the proper coverage? Let us take a look at your current policies, or make specific recommendations for purchasing new policies to protect your family.
  6. College Savings 529 Plans
    College savings is a big task and the clock starts to click the moment that child is born. We're available to discuss a variety of options you can use to fund for those future expenses.
  7. Retirement Planning
    Proper planning is important. Regardless of your life stage, we can help determine appropriate spending goals based on your assets and retirement income sources.
  8. Tax Optimization
    We have the only platform to offer real-time tax information. We go beyond the industry standard and use TAXMin cost basis accounting method.
  9. Creating a Savings Plan
    Don't know where you should be saving or if you're saving enough? Let's spend some time discussing the most efficient ways to maximize your savings through retirement accounts and taxable accounts.