Our planning software partner
RightCapital
A planning software that transforms complexity into clarity with ease, precision, and dynamism
With RightCapital, we can offer you:
Investment account aggregation: see all investment accounts (even retirement accounts) in one place as a consolidated portfolio or in customized groups
Interactive retirement planning: illustrate multiple scenarios, stress tests, and more to make your golf-in-the-morning, beach-all-day dreams a reality
Tax-efficient distribution: discover your optimal distribution/withdrawal schedule to reduce taxes over the lifetime of your plan
Risk tolerance assessment: incorporate risk assessment into your holistic financial plan to compare your current investments with your ideal strategy
