SERVICES
Prepare for your future
Help preserve your finances
Prepare for your future
Think: Cash flow, Social Security & Medicare planning, RMD strategies, goal prioritization.
Financial Coach
Help preserve your finances
Prepare for your future
Think: Asset titling, Charitable & Gifting strategies, survivorship planning, wealth transfer scenarios.
Customized investments
Help preserve your finances
Help preserve your finances
Think: Investment portfolio construction & review, tax loss harvesting, employer benefits review & stock option analysis.
Help preserve your finances
Help preserve your finances
Help preserve your finances
Think: Tax Management, Life Insurance and Long Term Care planning, Review existing policies, debt and expense management.
Securities backed credit lines with Goldman Sachs Private Bank
Now available to all our clients, Goldman Sachs Private Bank Select (“GS Select”), a securities-based lending solution that uses diversified, non-retirement investment assets in a client’s pledged account as collateral. GS Select’s digital platform allows clients to quickly and seamlessly establish a revolving line of credit for your clients, providing easy access to liquidity.
Securities backed credit lines with TriState Capital
Also available to all our clients, TriState Capital, a securities-based lines of credit that uses diversified, non-retirement investment assets in a client’s pledged account as collateral. Their SBLOCs allow you to quickly and easily pledge your investments as collateral to meet many liquidity needs. SBLOCs provide quick liquidity access without disrupting your portfolio, they can be used for a wide range of liquidity needs, including: Real Estate Purchases, New Business Investments, Home Renovations, Tax Bills, Debt Consolidation, and Luxury Purchases.
Check writing and debit cards with UMB Bank
Convenient cash management services allow clients to manage their long-term investments and day-to-day finances in one convenient account. You have the flexibility to offer value-added services to address your clients' needs, including unlimited check writing, a VISA Platinum debit card, wire transfer services, direct deposit and online bill pay.
Corporate retirement plans with Smooth 401K
We partner with Smooth 401k for all our company sponsored plan needs. They are a premier plan sponsor focused firm that looks to team up with advisors to create a better solution for clients by focusing creating efficiencies and outsourcing liability protections. Utilizing today’s tools and technology to offer a modern solution for clients and advisors in the new workplace, with a focus of bringing back the human touch with one point of contacts on every level.
Individual 401(k) plans with 401kInABox
We partner with 401kInABox for all our solo 401(k) plan needs. They've created a proprietary platform which provides an easy solution for business owners to set up and manage 401(k) plans.