Resources
Calculators and guidance designed to address your most important financial questions
🕑5 Minutes
How long will my money last?
This tool is designed to help you answer one of the most common question amongst retirees and pre-retirees.
🕑5 Minutes
Should I refinance my current mortgage?
Explore your mortgage’s original forecast, payoff progression, current payoff path, and evaluate refinance offers.
🕑20 Minutes
Traditional vs. Roth: Which is better?
Demystifying the question and clearing up a logical fallacy so common even experts get it wrong!
🕑5 Minutes
Traditional vs Roth - Taxable vs Tax Deferred - Crunching the numbers
Estimate the future pre-tax and post-tax value of different account registrations at different points in time.
🕑10 Minutes
What is my risk profile?
Determine your appropriate investment risk profile based on assessments of your tolerance for loss and capacity to bear financial risks.
🕑25 Minutes
How do I create a financial plan?
Through our community engagement program you can get started on your own custom financial plan for free. No cost or commitments.
Services designed for you
Financial Planning & Consulting
$1,000
Initial Plan
Thoroughly organize your finances using powerful technology and get personalized advice and guidance to fit your needs.
Fiduciary relationship
Web & mobile applications
Account aggregation & organizing
Goal development
Progression tracking
Budgeting
Cashflow analysis
Financial statements & projections
Tax planning
Investment policy statement
Retirement planning
Education planning
Insurance strategy with risk analysis
Estate planning & mapping
Real estate
Business analysis
Inheritance & windfalls
Debt management
Discount referral code to Trust&Will for estate planning documents
Comprehensive Portfolio Management
$125+
Monthly
Automate the day-to-day investment decisions across all of your household’s accounts, ensuring proper alignment with your customized financial plan.
Fiduciary relationship
Waived personal financial planning & consulting services fee
360° portfolio: Discretionary management of all household brokerage, retirement, annuity, and insurance accounts
Tailored portfolio designs
Investment due diligence
Quarterly rebalancing
Monthly performance reporting
Daily monitoring and alerts
Client Types for All Services
Individuals
Accredited investors
Families
Businesses
Charitable organizations
Trusts and estates
Pension and profit-sharing plans
Small Business Retirement Plans
Contact for pricing
New & Existing Plans
Employer sponsored retirement plans typically consult the services of a recordkeeper, third party administrator, and registered investment advisor.
New Plans
Fiduciary relationship
Complete start-up walkthrough
Most plans launch under 30 days
Most plans launch for less than $500 up-front costs
Payroll integrations save time and work
1 on 1 Participant education
Qualified default investments
Reporting
Existing Plans
Fiduciary relationship
Plan consultation and thorough assessment
Advisor-only change
Complete plan redesign (recordkeeper & TPA)
1 on 1 Participant education
Qualified default investments
Reporting
Community Financial Literacy
Free
No cost or commitments
We believe financial literacy is a basic human right. Our mission is to engage with your community to provide education, access to personal financial planning technology, and other resources to help families succeed.
Simple online enrollment
Web & mobile applications
Guided learning experience
Progression tracking
1 on 1 check-ins
Discount referral code to Trust&Will for estate planning documents
Fundamental Topics
Organization
Budgeting
Emergency savings
Debt management
Retirement savings
Education savings
Seminars Available
2 hour length
Financial Literacy Fundamentals
Financial Literacy for Retirees & Pre-Retirees