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Cutting-Edge Technology to Help Manage Your Financial Goals


Our Tech Platforms

We're using the latest financial technologies to help you manage and visualize your financial situation. As you work with one of our financial advisor's, you receive your very own personal financial website that puts your key financial data and critical documents all in one place! You can log-in at any time to see all of your bank, investment, and retirement accounts, as well as your progress toward the goals we establish together.

Investor360° - Your Complete Financial Picture

Investor360° - Your Complete Financial Picture

Investor360° is a unique, holistic experience that allows us to manage your complete financial picture together. We can consolidate all your holdings, accounts, and insurance on one digital platform available anytime, anywhere—and from any device.

You’ll get your own customized view, where you can also add bank, insurance, and investment accounts held at other institutions so we can see everything together and build a plan for your future. You can even use the secure vault to store important documents such as wills, trusts, and tax information.

This tool won’t change our relationship or your investment strategies—but it will help simplify your financial life and make it much easier to see progress toward your goals!

Life Insurance Without Leaving Home

Life Insurance Without Leaving Home

Our online process is simple and can be completed from the comfort of your home or office. You will be provided an immediate quote for your life insurance coverage, and if you would like to move forward, the application is online with an instant decision on your policy.

Do you want to learn how our technology can automate your personalized portfolio?

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