We’ve partnered with WealthcareGDX, a cutting-edge, experience-based, goals-driven model that aligns your money with what matters to you most – your life goals. Centered on you, the investor, this process delivers the three elements of a positive financial experience that empower you to make better financial decisions: Clarity, Confidence and Control.

Central to the Wealthcare GDX360 process is the Comfort Zone, produced by their patented financial planning Technology. The software simultaneously evaluates your goals, investment strategy, assets, and all other financial resources (today and in the future), to assess how confident you can be that you’ll meet or exceed your goals. This sophisticated "stress testing" process simulates 1,000 lifetimes under a variety of market conditions. The plan’s “confidence” or “comfort" is the percentage of the 1,000 simulations that met or exceeded your goals.

We’ll monitor your progress along the way, so you’ll always know where you stand. Our process is YOU-driven…not market-driven. As your circumstances or goals change, we work with you to stay on course. Whatever life events come your way — from expanding your family to buying a vacation home — we monitor and measure each event against its financial impact on your plan.

Our singular purpose is to help you make the most of your life. We don’t believe in making unnessessary sacrifices, or taking unneccesary risk. What if you could spend more, or save less? Retire earlier or take on less risk? Our approach let’s you be confident that you will arive at your desired financial destintion.