Please complete this onboarding questionnaire for our first meeting so we can get to know you better and start to understand your unique personal and financial situation.
Client Logins
Login to the following sites to see your reports about your holdings and investment balance, retirement income planning opportunities, and financial planning and retirement planning calculations.
Fidelity Investments – Client Login
We utilize Fidelity Investments as our custodian, leveraging their robust platform to securely manage your assets. As a leading custodian for Registered Investment Advisors (RIAs), Fidelity holds trillions in custodied assets and serves thousands of advisory firms, providing advanced technology and comprehensive resources, ensuring efficient and reliable execution of your investment strategy.
Income Lab is a top-rated retirement income planning tool that helps us provide targeted, customized advice about when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency.
Right Capital – Create Account
Right Capital – Client Login
Right Capital RightCapital® is a sophisticated financial planning software program and retirement planning calculator that enables us to work collaboratively with you and create a customized retirement probability analysis that adjusts in real–time to create multiple “what if” scenarios for us to review with you. Part art and part science, RightCapital® allows us to connect and associate hard financial planning inputs and figures with the “softer” ambitions, fears, desires, and concerns you have for your future.
