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Rightcapital​

RightCapital is the core of our relationship. View your profile and plan.

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AdvisorClient

Log in to TD Ameritrade

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AdvicePay​

AdvicePay is the billing software used if you don't pay out of your investment accounts.

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Charles Schwab

Log in to Charles Schwab

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Capitect

For investment clients, Capitect allows you to see holdings and performance for your accounts. It also allows you to see invoices if you pay out of your investment accounts.

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Calendly

Use this link to schedule a check-in meeting

Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.

 

  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
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9 Mistakes To Avoid When Retiring Solo ​

Topics Included: Taxes, Social Security, Retirement Fulfillment and more!

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