Technology Providers

Our technology providers were strategically chosen to provide our clients with an exceptional experience. They enable us to analyze and evaluate your financial status, provide ongoing communication with you, measure your risk tolerance, provided ongoing education, implement strategies and plans, monitor progress toward established goals, and suggest course correction, as necessary.

Today, technology allows us to do many things in different ways than we did yesterday. It also assists us to sustain long lasting relationships in person, on-line, through email, text, social media, and other communication platforms. We are committed to bringing you the best technology providers for your benefit because helping you to pursue your goals is our main priority.

LPL Financial is a brokerage firm that empowers entrepreneurial financial advisors to operate independently to build and grow their own practice.

Albridge is a consolidated portfolio reporting service that aggregates data to create a single source of client data with accounts held at our firm.

WealthVision is an interactive financial planning tool that provides retirement planning, cash flow analysis, decision modeling, account aggregation, and much more.

Riskalyze uses Nobel Prize winning technology to compute a risk score based on a client's questionnaire that crafts a portfolio tailored to their comfortability risk when investing.

FMT Solutions provides compliance-approved financial education programs for investment advisors who offer course programs at colleges, universities and educational venues nationwide.

Morningstar is a Chicago-based investment research firm that compiles and analyzes mutual fund, ETF, stock, and general market data using foundational data and proprietary analytics.

Docusign sends electronic agreements and eSignatures to increase convenience and deliver an experience that is simple, highly secure, and easily accessible.

FMGSuite provides us with creative content, marketing support, and award-winning educational content.

Dell is the technology company we use to increase our efficiency.

Ooma VoIP is a telecommunications company that helps us remain connected with our clients and team from everywhere and on any device.

MobileAssitant transcribes spoken details from meetings into protected and confidential notes and templates.

LifeYield technology considers all your accounts to optimize asset location, helps make tax-smart withdrawals, and helps maximize Social Security.

GoDaddy is our web host and protector of our domain name.

Microsoft OneDrive is a file hosting service that manages all of our documents in one place.

Our social media platforms, which include Facebook, LinkedIn, and Twitter, support various messages and social posts that reach out to our current and future clients.

Zoom advances our communication abilities with video webinars, video conferencing, recorded sessions, and virtual events to our clients around the country.

Constant Contact creates branded and engaging email messages to send to enable us to keep our clients informed.