A network of professional lawyers, CPA’s, Concierge Doctors and Insurance specialists selected to fit your specific needs
TD Ameritrade: One of top custodians available. Consistently recognized for industry-leading service, advanced technology, and extensive resources. For over 40 years TD Ameritrade has helped clients pursue their financial goals while giving them more time to focus on what really matters in life.
Blueleaf: Simple, personal, financial tracking software designed to help you achieve your goals faster by seeing how they all work together.
MoneyGuidePro®, created by PIEtech®, is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients.
Riskalayze: Utilize leading scientific theory to objectively pinpoint an investors Risk Number. Then use the probability range to make investment decisions in alignment with their goals.
DocuSign is a San Francisco–based company that provides electronic signature technology and digital transaction management services for facilitating electronic exchanges of contracts and signed documents. DocuSign’s features include authentication services, user identity management and workflow automation. Signatures processed by DocuSign are comparable to traditional signatures based on the product's compliance with the ESIGN Act[4] as well as the European Union’s Electronic Signatures Directive (1999/93/EC).[5]