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The resources on this page are to help us help you. Please refer to the instructions you've been provided on how to utilize these resources to maximize the accuracy of the information we have to help create the most personalized and powerful planning experience we can provide.

emoney is a dynamic financial planning program that we utilize to help build and model your plan. It’s a unique platform that allows us to work through scenarios and show you projected outcomes.


Utilizing the emoney dynamic plan, you are able to walk through instant ‘what-if’ scenarios. This comprehensive financial planning platform will enable us to create full financial plans using either goal-based or cash flow mode.


You’ll learn to understand you.    Click Here 

FLP is a dynamic life planning program that will help you better understand your life by truly getting to the root and heart of your financial planning process.


You’ll learn to understand you.    Click Here


Charles Schwab Client Center​

TD Ameritrade Advisor Client

Personal Social Security Benefits

Internal Revenue Service (IRS)

Social Security Administration

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