CLIENT TOOLS
YOUR PERSONAL FINANCIAL WEBSITE
  • Powered by Right Capital
  • Your financial plan
  • All of your accounts in one place
  • Secure vault for document storage
  • Budgeting tools
  • Tax management tools
  • Social security optimization
  • List and analyze goals
YOUR FINANCIAL OVERVIEW
  • Powered by Blueleaf
  • All of your investment accounts in one place
  • Weekly emails with a number showing your financial performance in the previous week

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