SELF SERVICE TOOLS

Not quite ready for an advisor?

Not everyone is ready to hire an advisor. So, until then, we’re happy to set you in the right direction. If you like our approach, you will love the tools we use. Feel free to try them out at our preferred rates.

Betterment is a tech-driven, personalized investing solution that allows individuals to set their own course for investing in low-cost, tax-efficient portfolios.

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Basic estate documents (wills, trusts, health care and financial powers, and more) can now be created online and with the help of a qualified attorney in the comfort of your home and efficiently. Two options are available:

  • Core Documents (if you’re married or have children)
  • Essentials for your unmarried, adult children
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