TOOLS & RESOURCES
Resources Designed to Help You See More Clearly
Financial decisions are easier to evaluate when you can see the information in front of you. Our tools and reports are designed to help you better understand your risk, evaluate important retirement decisions, organize your financial life, and see how different strategies may affect your goals.
Color of Money Risk Assessment
Understand How You Feel About Risk Before Making Investment Decisions
The Color of Money Risk Assessment examines your attitudes toward market risk, potential gains and losses, predictability, and uncertainty to help create a clearer picture of your personal risk preferences.
Your results can then be used as a starting point for evaluating whether the way your assets are currently positioned aligns with the level of risk you are comfortable taking.
What You'll Gain
- A better understanding of your personal risk preferences
- Insight into how you respond to market gains and losses
- A starting point for evaluating whether your investments reflect the level of risk you are comfortable taking
Generational Vault
Keep the Important Pieces of Your Financial Life in One Place
Important financial and family documents have a way of ending up everywhere - filing cabinets, email accounts, safe-deposit boxes, computer folders and stacks of paper.
Generational Vault gives clients a secure online place to organize and access important documents and information whenever they need them. Think of it as a secure digital vault for the important documents and information you may need throughout your financial life.
This includes documents such as:
Trusts and wills
Powers of Attorney
Insurance Policies
Investment information
Tax documents
Medical Directives
Other important family records
For Current Clients
Need help accessing your vault?
Contact Us →
Social Security Optimization
See How Different Social Security Decisions Can Affect Your Retirement
Deciding when and how to claim Social Security can Affect the income you receive throughout retirement.
Our Social Security analysis allows us to evaluate your individual situation and review potential claiming strategies so you can better understand the choices available to you before making your decision.
Your Social Security Review Can Help You Evaluate
- When to begin receiving benefits
- How different claiming ages may affect your benefits
- Available claiming strategies based on your circumstances
- How Social Security may fit alongside your other retirement income
See What the Analysis Looks Like
Before scheduling a consultation, you can review an example of the type of Social Security report we use with clients.
Want a Social Security analysis based on your own information?
Specialized Reports & Analysis
Sometimes the Right Decision Starts With Seeing the Numbers Differently
Some financial decisions require more than a general conversation. Through our planning resources and case-analysis capabilities, we can evaluate specific questions and illustrate how different strategies may affect your financial picture.
Core Reports
Financial Overview
The Financial Overview brings your assets, income sources, and financial goals together in one place. It creates a clear snapshot of where you are today and provides the foundation for additional analysis when needed.
Portfolio Analysis Review
The Portfolio Analysis Review provides a detailed evaluation of your investment portfolio. Through our relationship with Gradient Investments, LLC, the review examines your current holdings, allocation, risk, and other portfolio characteristics to help you better understand how your investments are positioned.
Retirement Reports
Retirement Compass
The Retirement Compass brings your retirement income sources together in one analysis. It can incorporate Social Security, pension income, rental income, and income generated from retirement assets to illustrate how those resources can work together throughout retirement.
Custom Annuity Policy Review
The Custom Annuity Policy Review evaluates an annuity you already own to help determine whether it continues to fit your current needs, goals, and retirement strategy.
Roth Conversion Report
The Roth Conversion Report illustrates how a Roth conversion could affect your retirement assets and tax picture. It evaluates your current tax bracket, estimates how much could potentially be converted before reaching the next tax bracket, and compares the hypothetical long-term impact of keeping assets in a Traditional IRA versus converting them to a Roth IRA.
Custom Life Insurance Policy Review
The Custom Life Insurance Policy Review evaluates an existing life insurance policy to determine how well it continues to fit your current needs and objectives. When appropriate, the analysis can also identify alternative strategies for consideration.
Have a Question the Numbers Can Help Answer?
Whether you want to better understand your risk, evaluate Social Security,
review an existing policy, compare retirement strategies, or take a closer look
at a specific financial decision, our tools and analyses can help you see your options more clearly.
Your Money. Your Life. One Coordinated Strategy.
Tools & Client Resources
Color of Money Risk Assessment
Generational Vault / Client Login
Social Security Optimization
Specialized Reports & Analysis
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