Technology That Keeps You in Control
We use modern tools to make your financial life easier to manage and understand. Everything we use has a purpose, whether it’s giving you clarity, simplifying decisions, or helping us stay ahead of opportunities on your behalf.
eMoney
eMoney gives you a clear view of your entire financial picture. It’s where we build your plan, track progress, and adjust as life changes.
Holistiplan
Holistiplan helps us spot tax-saving opportunities by analyzing your tax return. Whether it’s a Roth conversion or optimizing your withdrawal strategy, it helps us keep more of your money working for you.
Account View lets you securely view your investments through our custodian LPL Financial. It’s simple, easy to access, and always up to date.
LPL Financial
LPL Financial is the independent custodian we use to hold your assets. They provide secure account access and operational support so we can focus on what we do best, helping you move forward.
Morningstar
Morningstar helps us research and monitor the investments in your portfolio. We use it to look beyond performance and focus on what really matters, like cost, consistency, and risk.