eMoney Advisor and Morningstar

Our objective analysis is powered by the use of advanced technologies used in the service of developing unbiased, objective analysis on a continual basis.

Because time is not on your side...

Because your family is counting on you...

Because you have a business to run...

Because you need to manage your money wisely...

Relying on our exclusive cyclical investment strategy and 40 years of financial planning expertise, we are able to harness the power of the most advanced technologies to serve our clients best interests.  Here are some of the tools we use. 

 

eMoney Advisor

We use the eMoney Advisor platform to integrate financial planning and wealth management. This platform supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, eMoney delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.
 
With eMoney Advisor technology, managing your financial life just got easier.  It provides comprehensive, aggregated view of all assets in one place with real time asset values for the financial plan across multiple accounts. Adaptable to your changing needs and emerging priorities.
 
 
Morningstar
 
For nearly two decades Morningstar® has been and remains a valued reference for researching, analyzing, and comparing investable securities. Used by advisors and individual investors, it is one of the most popular financial reference tools. With operations in 20 countries, Morningstar currently provids data on more than 325,000 investment offerings worldwide.
 
Morningstar Investment Research Center incorporates the best of Morningstar data, analysis, technology, and information design. Investors can access and use all of the features and functionality in this online destination, including analyst reports on thousands of investments. Offers in-depth guides on five different topics that matter most to today’s investor: retirement planning, college planning, investing during retirement, investing for beginners, and portfolio tips and tricks.