For Your Accumulation Stage
- A CFP® CKA® Partner to support, encourage, educate, and help you gain confidence in all financial decision making
- Regular communication to monitor status
- Proactive follow up and timely problem resolution from friendly and knowledgeable support staff
- A cloud-based, 24-7 accessible and secure place to store and display comprehensive financial information for clarity
- Holistic review of Values, Goals, and Objectives
- Risk tolerance analysis
- Comprehensive Financial Planning, account aggregation, document vaulting
- Retirement Plan Analysis
- Budgeting tools and capabilities
- Debt management strategies
- Lease vs buy analysis
- Mortgage review, analysis, and education
- Life insurance review / solutions
- Comprehensive life-events planning (ex. marriage, home purchase, children, college savings plan, etc.)
- Coordination and support for life transitions (ex. death, divorce, etc.)
- Tailored Investment Management that supports your Values, Goals, and Objectives
- Market and economic updates, newsletter, timely information.
- Quarterly videos of our Viewpoint YouTube Channel
- Referrals to tax, legal, mortgage, and other professionals as required
